“Learn every day, but especially from the experiences of others. It’s cheaper!”
— John “Jack” Bogle, Founder of The Vanguard Group

Most Recent

Blog CREATION page
Business Succession: Strategies for Leaving a Business to Family
Business Succession: Strategies for Leaving a Business to Family
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Enduring a Bear Market: How to Stay Steady When the Markets Drop
Feeling Anxious About the Market? Focus on What You Can Control
Feeling Anxious About the Market? Focus on What You Can Control
black-white-portrait-digital-nomads.jpg
Making the Most of Cash Balance Plans: A Simple Guide for Business Owners
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Tax-Smart Retirement Withdrawals: How Discipline today results in freedom tomorrow.
Fiscal Fitness: The Behavioral Connection Between Consistent Exercise and Retirement Savings
Fiscal Fitness: The Behavioral Connection Between Consistent Exercise and Retirement Savings
Estate Planning: Advanced Strategies for Wealth Management
Estate Planning: Advanced Strategies for Wealth Management
A Prescription for Raising Financially Savvy Children
A Prescription for Raising Financially Savvy Children
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Financial Love Languages: A Couple’s Guide to Building Wealth Together
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Featured In: ApartmentGuide
Equity Compensation: Strategies for Business Owners and Executives
Equity Compensation: Strategies for Business Owners and Executives
financial-planning-logo
Financial Planning Feature: Wealth Think Wisdom, vision, wealth: How parents can instill enduring financial habits
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2025 Financial Wellness Checklist: 7 Steps to a Healthier Future
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Connelly v. United States: What it May Mean For Your Business
Connelly v. United States: What it May Mean For Your Business
002_1L7A9605.jpg
2024 End of Year Financial Checklist
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Financial Goal Setting: 5 Simple Steps for Success
Financial Goal Setting: 5 Simple Steps for Success
Should I Buy an Annuity?
Should I Buy an Annuity?
MoneyGeek Feature: Average Cost of a Wedding
MoneyGeek Feature: Average Cost of a Wedding
MoneyGeek Feature: Financing Your Wedding
MoneyGeek Feature: Financing Your Wedding
Nourishing Your Body and Bank Account: Recipes for Busy Healthcare Professionals
Nourishing Your Body and Bank Account: Recipes for Busy Healthcare Professionals
Avoid These Common Financial Pitfalls: A Guide for Doctors, APPs, and Nurses
Avoid These Common Financial Pitfalls: A Guide for Doctors, APPs, and Nurses
Next Avenue Feature: Degrees of Difficulty
Next Avenue Feature: Degrees of Difficulty
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Gold-Key-Wealth-Transfer.jpg
Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
Couples Synergy Podcast: Money Matters for Couples
Couples Synergy Podcast: Money Matters for Couples
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth

Retirement Planning

Blog CREATION page
Business Succession: Strategies for Leaving a Business to Family
Business Succession: Strategies for Leaving a Business to Family
hist of bear bull jpeg 1.jpg
Enduring a Bear Market: How to Stay Steady When the Markets Drop
Feeling Anxious About the Market? Focus on What You Can Control
Feeling Anxious About the Market? Focus on What You Can Control
black-white-portrait-digital-nomads.jpg
Making the Most of Cash Balance Plans: A Simple Guide for Business Owners
headshot.JPG
Tax-Smart Retirement Withdrawals: How Discipline today results in freedom tomorrow.
Fiscal Fitness: The Behavioral Connection Between Consistent Exercise and Retirement Savings
Fiscal Fitness: The Behavioral Connection Between Consistent Exercise and Retirement Savings
Estate Planning: Advanced Strategies for Wealth Management
Estate Planning: Advanced Strategies for Wealth Management
headshot.JPG
Financial Love Languages: A Couple’s Guide to Building Wealth Together
AgApp.png
Featured In: ApartmentGuide
Equity Compensation: Strategies for Business Owners and Executives
Equity Compensation: Strategies for Business Owners and Executives
financial-planning-logo
Financial Planning Feature: Wealth Think Wisdom, vision, wealth: How parents can instill enduring financial habits
headshot.JPG
2025 Financial Wellness Checklist: 7 Steps to a Healthier Future
002_1L7A9605.jpg
2024 End of Year Financial Checklist
Financial Goal Setting: 5 Simple Steps for Success
Financial Goal Setting: 5 Simple Steps for Success
Nourishing Your Body and Bank Account: Recipes for Busy Healthcare Professionals
Nourishing Your Body and Bank Account: Recipes for Busy Healthcare Professionals
Avoid These Common Financial Pitfalls: A Guide for Doctors, APPs, and Nurses
Avoid These Common Financial Pitfalls: A Guide for Doctors, APPs, and Nurses
Gold-Key-Wealth-Transfer.jpg
Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
Couples Synergy Podcast: Money Matters for Couples
Couples Synergy Podcast: Money Matters for Couples
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
Net Worth Tracking: The Underutilized Financial Tool
Net Worth Tracking: The Underutilized Financial Tool
The Power of a Family Bank
The Power of a Family Bank
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
The Power of Backdoor Roth for Sales Professionals
The Power of Backdoor Roth for Sales Professionals
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
KAJ Masterclass Live: Managing Multi-Generational Wealth
KAJ Masterclass Live: Managing Multi-Generational Wealth
MSN Ask an Advisor Feature: What steps can a couple in their early forties with tweens take to balance saving for retirement and funding their children’s education?
MSN Ask an Advisor Feature: What steps can a couple in their early forties with tweens take to balance saving for retirement and funding their children’s education?
How Healthcare Professionals should use the Synergy of Health and Wealth to be Successful
How Healthcare Professionals should use the Synergy of Health and Wealth to be Successful
The Importance of Filing Estimated Quarterly Taxes
The Importance of Filing Estimated Quarterly Taxes

Entrepreneurs

Blog CREATION page
Business Succession: Strategies for Leaving a Business to Family
Business Succession: Strategies for Leaving a Business to Family
black-white-portrait-digital-nomads.jpg
Making the Most of Cash Balance Plans: A Simple Guide for Business Owners
Estate Planning: Advanced Strategies for Wealth Management
Estate Planning: Advanced Strategies for Wealth Management
Equity Compensation: Strategies for Business Owners and Executives
Equity Compensation: Strategies for Business Owners and Executives
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Connelly v. United States: What it May Mean For Your Business
Connelly v. United States: What it May Mean For Your Business
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Gold-Key-Wealth-Transfer.jpg
Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
Couples Synergy Podcast: Money Matters for Couples
Couples Synergy Podcast: Money Matters for Couples
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
The Power of a Family Bank
The Power of a Family Bank
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
KAJ Masterclass Live: Managing Multi-Generational Wealth
KAJ Masterclass Live: Managing Multi-Generational Wealth
How Healthcare Professionals should use the Synergy of Health and Wealth to be Successful
How Healthcare Professionals should use the Synergy of Health and Wealth to be Successful
Money Talk with Skyler Fleming: How Family Conversations Shield You from Financial Under-Preparedness
Money Talk with Skyler Fleming: How Family Conversations Shield You from Financial Under-Preparedness
Sales Gravy Podcast Feature: Personal Finance Strategies for Sales Professionals
Sales Gravy Podcast Feature: Personal Finance Strategies for Sales Professionals
Route 664 Podcast Feature: Wealth Planning
Route 664 Podcast Feature: Wealth Planning
Financial Freedom and Wealth Trailblazers Podcast Feature: Financial Guidance and Planning
Financial Freedom and Wealth Trailblazers Podcast Feature: Financial Guidance and Planning
Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss
Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss
Should You Hire a Bookkeeper for Your Business?
Should You Hire a Bookkeeper for Your Business?
Maximizing Your Financial Windfall: A Guide to Smart Wealth Management
Maximizing Your Financial Windfall: A Guide to Smart Wealth Management
Pulse Check: Why Healthcare Professionals Should Monitor Their Credit Scores
Pulse Check: Why Healthcare Professionals Should Monitor Their Credit Scores
MoneyGeek Feature: Women’s Guide to Financial Independence
MoneyGeek Feature: Women’s Guide to Financial Independence
pexels-sora-shimazaki-5669602.jpg
Recessions Aren't Always a Roadblock - Consider These Benefits
Home for the Holidays Magazine - Seeking Peace with Leanne Rahn
Home for the Holidays Magazine - Seeking Peace with Leanne Rahn
Home for the Holidays Magazine - Seeking Peace with Leanne Rahn
Home for the Holidays Magazine - Seeking Peace with Leanne Rahn
5 Ways to Fight Inflation as a Business Owner
5 Ways to Fight Inflation as a Business Owner

Relationships & Money

Blog CREATION page
Business Succession: Strategies for Leaving a Business to Family
Business Succession: Strategies for Leaving a Business to Family
Feeling Anxious About the Market? Focus on What You Can Control
Feeling Anxious About the Market? Focus on What You Can Control
black-white-portrait-digital-nomads.jpg
Making the Most of Cash Balance Plans: A Simple Guide for Business Owners
Estate Planning: Advanced Strategies for Wealth Management
Estate Planning: Advanced Strategies for Wealth Management
A Prescription for Raising Financially Savvy Children
A Prescription for Raising Financially Savvy Children
headshot.JPG
Financial Love Languages: A Couple’s Guide to Building Wealth Together
AgApp.png
Featured In: ApartmentGuide
Equity Compensation: Strategies for Business Owners and Executives
Equity Compensation: Strategies for Business Owners and Executives
financial-planning-logo
Financial Planning Feature: Wealth Think Wisdom, vision, wealth: How parents can instill enduring financial habits
headshot.JPG
2025 Financial Wellness Checklist: 7 Steps to a Healthier Future
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Connelly v. United States: What it May Mean For Your Business
Connelly v. United States: What it May Mean For Your Business
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
MoneyGeek Feature: Average Cost of a Wedding
MoneyGeek Feature: Average Cost of a Wedding
MoneyGeek Feature: Financing Your Wedding
MoneyGeek Feature: Financing Your Wedding
Nourishing Your Body and Bank Account: Recipes for Busy Healthcare Professionals
Nourishing Your Body and Bank Account: Recipes for Busy Healthcare Professionals
Avoid These Common Financial Pitfalls: A Guide for Doctors, APPs, and Nurses
Avoid These Common Financial Pitfalls: A Guide for Doctors, APPs, and Nurses
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Gold-Key-Wealth-Transfer.jpg
Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
Couples Synergy Podcast: Money Matters for Couples
Couples Synergy Podcast: Money Matters for Couples
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
The Power of a Family Bank
The Power of a Family Bank
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
KAJ Masterclass Live: Managing Multi-Generational Wealth
KAJ Masterclass Live: Managing Multi-Generational Wealth
MSN Ask an Advisor Feature: What steps can a couple in their early forties with tweens take to balance saving for retirement and funding their children’s education?
MSN Ask an Advisor Feature: What steps can a couple in their early forties with tweens take to balance saving for retirement and funding their children’s education?
How Healthcare Professionals should use the Synergy of Health and Wealth to be Successful
How Healthcare Professionals should use the Synergy of Health and Wealth to be Successful

Insurance

Blog CREATION page
Business Succession: Strategies for Leaving a Business to Family
Business Succession: Strategies for Leaving a Business to Family
black-white-portrait-digital-nomads.jpg
Making the Most of Cash Balance Plans: A Simple Guide for Business Owners
Estate Planning: Advanced Strategies for Wealth Management
Estate Planning: Advanced Strategies for Wealth Management
Equity Compensation: Strategies for Business Owners and Executives
Equity Compensation: Strategies for Business Owners and Executives
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Connelly v. United States: What it May Mean For Your Business
Connelly v. United States: What it May Mean For Your Business
002_1L7A9605.jpg
2024 End of Year Financial Checklist
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
The Order of Operations for Retirement Savings
The Order of Operations for Retirement Savings
002_1L7A9605.jpg
Protect Your Financial Life
MoneyGeek Feature: How to Find the Best Car Insurance for Women
MoneyGeek Feature: How to Find the Best Car Insurance for Women
3 Steps to Turbo Charge Your Health Savings Account (HSA)
3 Steps to Turbo Charge Your Health Savings Account (HSA)
How to Save $$$ on Insurance as a Newlywed
How to Save $$$ on Insurance as a Newlywed
Do You Need Life Insurance as a Newlywed?
Do You Need Life Insurance as a Newlywed?
Does Your Business Need Key Employee Life Insurance?
Does Your Business Need Key Employee Life Insurance?

Housing

Sales Professionals

Featured
002_1L7A9605.jpg
2024 End of Year Financial Checklist
Financial Goal Setting: 5 Simple Steps for Success
Financial Goal Setting: 5 Simple Steps for Success
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Net Worth Tracking: The Underutilized Financial Tool
Net Worth Tracking: The Underutilized Financial Tool
The Power of Backdoor Roth for Sales Professionals
The Power of Backdoor Roth for Sales Professionals
Sales Gravy Podcast Feature: Personal Finance Strategies for Sales Professionals
Sales Gravy Podcast Feature: Personal Finance Strategies for Sales Professionals
How Much Should You Invest for Retirement?
How Much Should You Invest for Retirement?
Yahoo! Finance Feature: 13 Key Signs You’ll Always Be Middle Class
Yahoo! Finance Feature: 13 Key Signs You’ll Always Be Middle Class
Yahoo! Finance Feature: How Much the Average Florida Retiree Should Have in Their Savings Account
Yahoo! Finance Feature: How Much the Average Florida Retiree Should Have in Their Savings Account
GoBankingRates Feature: Net Worth for Baby Boomers: How To Tell Whether You’re Poor, Middle Class, Upper Middle Class or Rich
GoBankingRates Feature: Net Worth for Baby Boomers: How To Tell Whether You’re Poor, Middle Class, Upper Middle Class or Rich
The Order of Operations for Retirement Savings
The Order of Operations for Retirement Savings
Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss
Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss
002_1L7A9605.jpg
Protect Your Financial Life
002_1L7A9605.jpg
How Much House Can I Afford with on a Sales Income?
002_1L7A9605.jpg
The 5 Most Influential Books for Sales Professionals
002_1L7A9605.jpg
Making the Most of Your Sales Income
002_1L7A9605.jpg
How to Manage Large Commission Checks
002_1L7A9605.jpg
Invest Like a Sales Professional
002_1L7A9605.jpg
How to Budget on a Sales Income

Miscellaneous

Blog CREATION page
Business Succession: Strategies for Leaving a Business to Family
Business Succession: Strategies for Leaving a Business to Family
hist of bear bull jpeg 1.jpg
Enduring a Bear Market: How to Stay Steady When the Markets Drop
black-white-portrait-digital-nomads.jpg
Making the Most of Cash Balance Plans: A Simple Guide for Business Owners
headshot.JPG
Tax-Smart Retirement Withdrawals: How Discipline today results in freedom tomorrow.
Fiscal Fitness: The Behavioral Connection Between Consistent Exercise and Retirement Savings
Fiscal Fitness: The Behavioral Connection Between Consistent Exercise and Retirement Savings
Estate Planning: Advanced Strategies for Wealth Management
Estate Planning: Advanced Strategies for Wealth Management
headshot.JPG
Financial Love Languages: A Couple’s Guide to Building Wealth Together
AgApp.png
Featured In: ApartmentGuide
Equity Compensation: Strategies for Business Owners and Executives
Equity Compensation: Strategies for Business Owners and Executives
financial-planning-logo
Financial Planning Feature: Wealth Think Wisdom, vision, wealth: How parents can instill enduring financial habits
headshot.JPG
2025 Financial Wellness Checklist: 7 Steps to a Healthier Future
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Connelly v. United States: What it May Mean For Your Business
Connelly v. United States: What it May Mean For Your Business
002_1L7A9605.jpg
2024 End of Year Financial Checklist
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Financial Goal Setting: 5 Simple Steps for Success
Financial Goal Setting: 5 Simple Steps for Success
Next Avenue Feature: Degrees of Difficulty
Next Avenue Feature: Degrees of Difficulty
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Gold-Key-Wealth-Transfer.jpg
Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
Couples Synergy Podcast: Money Matters for Couples
Couples Synergy Podcast: Money Matters for Couples
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Fox Business Feature: Financial experts reveal how Americans can prepare for the possibility of a recession
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
Net Worth Tracking: The Underutilized Financial Tool
Net Worth Tracking: The Underutilized Financial Tool
The Power of a Family Bank
The Power of a Family Bank
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
Legacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?
The Power of Backdoor Roth for Sales Professionals
The Power of Backdoor Roth for Sales Professionals
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?
KAJ Masterclass Live: Managing Multi-Generational Wealth
KAJ Masterclass Live: Managing Multi-Generational Wealth

Firm Announcements

Blog CREATION page
Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss
Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss
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Ribbon Cutting Open House Celebration
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New Kalamazoo office expansion!
Team growing pic.jpeg
The Team Continues to Grow
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The Team Continues to Grow
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Memorial Day
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Nerd Wallet Feature
What is a 'Fiduciary' anyway? And why is it so important that everyone make sure to hire a Fiduciary as their Financial Advisor?
Why re-brand after 6 successful years of business with a perfectly fine name?
 

The Best TV We’ve Ever Seen

Tired of boring financial jargon? John Oliver cuts through the noise with sharp wit and plain english to reveal what’s really going on in the financial world. It’s funny, eye-opening, and totally worth the watch (just maybe not with the kids around).