In this week’s episode, Tom and Casey walk through exactly what the financial planning process is like for new clients. From the initial “Fit Meeting” to our first series of check-in calls, the guys cover it all in this one. They highlight typical...
Just about everyone is saying that interest rates have to go higher. Tom explains how we can think we have the answers to the test. But, what we don’t know is how the market is going to react. Don’t forget to subscribe to our Youtube Channel! Interest...
Divorce is a life-altering event that we help clients through all the time. We never like to see our clients go through tough situations. But the fact of the matter is, divorces happen. Divorce is emotional, and financial protection may not always be top of mind. But...
We’ve gotten a handful of calls recently about what to do with “money earning nothing at the bank”. In this week’s episode, the guys, joined by Casey, discuss the role of savings in a financial plan, as well as what to do when markets are...
With Memorial Day right around the corner, and in honor of Military Appreciation Month, we’re recognizing those in the military as well as their families. Military members and their families face one-of-a-kind challenges, which make dedicating time to personal finance...
This year has really taught us all a lesson in understanding our own financial habits. What’s the best way to have good habits? Making sure kids learn them early in life! If you haven’t started laying the foundation for healthy money habits with your children...
