Blog

by David Strege, CERTCFC, CKA®, Co-Founder & Board Member | May 25, 2020

I’m the type of person who craves knowledge and seeks education in just about every area of my...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | May 3, 2020

In a recent Zoom webinar, I caught myself saying, “We don’t like dusty plans.” At the moment it...

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