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How to Control Your Holiday Spending

How to Control Your Holiday Spending

8 Dec 2021
Keith Schaafsma, MBA, CFP®

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Despite a raging pandemic and rising unemployment last year, holiday spending showed no signs of slowing down.  According to the National Retail Federation (NRF), holiday...

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Choosing the Best Investments for Inflation

Choosing the Best Investments for Inflation

3 Dec 2021
Jason Dittberner, AWMA®

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When it comes to investing, there are things you can control and things you cannot. Your savings rate, risk tolerance, and time horizon are things...

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How Will Inflation Affect My Retirement?

How Will Inflation Affect My Retirement?

3 Nov 2021
Keith Schaafsma, MBA, CFP®

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Inflation is currently the biggest topic throughout the financial industry and no one seems to agree on exactly how to approach it.  According to the...

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Health Savings Accounts: Are They Worth It?

Health Savings Accounts: Are They Worth It?

22 Oct 2021
James (J.D.) Hoyt, CPWA®, CFS®, Founder and CEO

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Healthcare costs continue to rise across the board for Americans and medical treatments often come with outrageous, eye-popping bills. Even with good insurance, out-of-pocket healthcare...

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Top 5 Mistakes People Make When Planning Their Retirement

Top 5 Mistakes People Make When Planning Their Retirement

15 Oct 2021
James (J.D.) Hoyt, CPWA®, CFS®, Founder and CEO

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Not everyone has the same goals when it comes to retirement. Some people might want to travel the world or live abroad, while others will...

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Investment Strategies for Retirement Planning

Investment Strategies for Retirement Planning

15 Oct 2021
James (J.D.) Hoyt, CPWA®, CFS®, Founder and CEO

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Investing for retirement doesn’t need to be overly complicated. There’s no magic formula for asset allocation and no secret stock-picking strategy that guarantees above-average returns....

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