Recent Articles (3)
Covid-19 and the Stock Market: What Should You Do?
If you are like many investors, the wild swings in the markets since the coronavirus pandemic began have made you wonder what, if anything, you should be doing. While every investor's situation is different, CFP® professionals Christina Ubl and Adam Robert sat down for their inaugural audiocast to answer the most common questions asked about Covid-19, the... Read More
How to Balance Your Off-Kilter Business and Personal Finances Today
Just about anyone can start a business. Get an idea. Fill out some forms. Register with the necessary local and state agencies. Tell the world about your fantastic new service or product. But following your dreams is never easy — it’s hard work, fear of failure, loneliness, and mistakes. Running a successful business over time takes a lot more than starting... Read More
Changing Gears from Saving to Spending in Retirement: What You Need to Know
Changing gears from earning and saving your money to spending your savings is a major challenge for most of us. It’s not that sudden massive shopping sprees or a lavish lifestyle are planned by most retirees — the spending usually involves buying routine things. The challenge is in adjusting to where the money comes from during your retirement. Read More
5 Myths about Getting Your Affairs in Order
No, It's not only for the wealthy. You know it. I know it. Just about everyone knows it. Setting up a will and other “in case of emergency” documents is important. But procrastination and misperceptions make it easy to put off getting your affairs in order. One 2019 survey found that 76% know a will is important, but only 40% have one. Let’s look at 5... Read More
How to Finance Your Second Career as Business Owner
Buying or starting a business used to be unusual if you were considering a second career. But encore careers as a business owner become more popular each year despite the wide-spread perception of risk. Let's explore what is driving the trend and your options for transitioning in a way that can help safeguard your business dream and your financial... Read More
College Education Funding
Three Numbers to Remember: 5 – 2 – 9. Every year we hear that private and public college education costs are rising. And now we hear that college graduates’ debt loads are climbing right along with tuition prices. (According to the 2019 student loan debt statistics the average undergraduate who borrows leaves school with about $30,000 in debt.) The COVID-19... Read More
Buyer or Seller: You Need the Right Business Transition Plan
Whether you are a member of the baby-boom generation born between 1946 and 1964, or a member of the generations of younger people that follow, you may be surprised to learn boomers are as likely to buy a business as to sell one. Read More
How to Have the Best Financial Date Night Ever!
How to Have the Best Financial Date Night Ever! Flowers…chocolate…401k? Let’s face it — talking money and financial planning with your significant other on a “date” may not be your first choice for spending quality time together. Even in the best of relationships, discussing money and finances can send two people running in opposite directions. Yet... Read More