Skip to main content

All Blogs


How to Have Family Conversations About Money

Saul R. Baumann

Talking about money isn’t always easy—but avoiding the conversation can be even harder in the long run. Opening the dialogue with family can make a meaningful difference for both financial and personal well-being.

Five Behavioral Finance Resolutions for a Better Financial Year

Eric J. Hutchens

Budgeting goals are important, but they are only part of the picture. Learn how managing emotions, seeking outside perspectives, staying open-minded, and being thoughtful about media consumption can help you make better financial choices in the year ahead.

College Payment Strategies: Where Should the Money Come From?

Derek J. Van Calligan

There’s no one-size-fits-all strategy for funding education. Coordinating savings, income, and tax-efficient withdrawals can help families cover college costs without compromising their broader financial plan.

Does Independent Advice Matter?

David J. Bromelkamp

Independent financial advice is designed to put the client’s interests first by minimizing conflicts of interest and eliminating commission-based incentives. Learn why independence matters, how fiduciary advisors differ from brokers, and what investors should look for when choosing a financial advisor.

The Power of Purpose in Retirement

Saul R. Baumann

What happens when the routine of work disappears? Retirement offers new freedom, but also new questions about purpose, identity, and connection. Preparing for both can lead to a more fulfilling future.

The Power of Starting Early: Investing in Your Future

Kimberly A. Hamlin

Starting early is one of the most powerful advantages in investing. Whether you’re just earning your first paycheck or beginning to think more seriously about your financial future, small steps today can create meaningful opportunities tomorrow.

What’s in the One Big Beautiful Bill Act?

Derek J. Van Calligan

With major updates to tax policy, deductions, and incentives, the One Big Beautiful Bill Act could have meaningful implications for individuals, families, and business owners. Knowing what’s changed is key to planning ahead.

Three Steps to Find a Financial Advisor

David J. Bromelkamp

Hiring a financial advisor is an important financial decision that deserves careful research and planning. Discover how to define your needs, evaluate advisor credentials, and use reliable resources to find objective, fee-only financial guidance.

Timeless Wisdom from Warren Buffett

Eric J. Hutchens

Warren Buffett’s retirement marks the end of an extraordinary six-decade run at Berkshire Hathaway, where he built one of the world’s most successful companies through disciplined, long-term investing. This article highlights some of Buffett’s most enduring lessons on managing emotions, avoiding market hype, and staying focused on long-term goals.

The Age of the Finfluencers

Saul R. Baumann

From viral tips to bold predictions, social media is filled with financial advice. But how much of it can you trust? Understanding the risks behind “finfluencers” can help you protect your financial future.