Why Do I Need a Financial Advisor?

Woman Planning at Desk

Why Do I Need a Financial Advisor? Written By: Andrea Bulen, CFP® When a prospective client calls Shakespeare for the first time, they naturally have questions exploring if an ongoing relationship…

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Financial Checklist for Marriage

Bride and Groom with Flowers

Financial Checklist for Marriage Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Congratulations – you just got married and are starting a new chapter in your life! Marriage is a major…

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Bitcoin Update

Cryptocurrency Coins

Bitcoin Update Written By: Nick Ziarek, CFP®, CFA Bitcoin has been back in the news lately, as the price has skyrocketed 83% year-to-date. The speculation has been driven by the…

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