Podcasts

by Jennifer Scheck, CFP®, Associate Financial Planner | June 24, 2025

In this Finance Moment episode, Associate Financial Planner Jennifer Scheck explains how goal-based financial planning helps uncover your dreams, goals and purpose of money.

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529 College Savings Plans

by Mike Murkins CFP® Financial Planner | April 16, 2025

In this short Finance Moment podcast, Financial Planner Mike Murkins, CFP® explains reasons a 529 College Savings Plan is a smart, flexible and tax-efficient way to help cover education costs.

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March Madness Economic Impact

by Lance Gunkel CFP® CFA Managing Director | March 24, 2025

Did you know that in 2023 alone, the NCAA tournament brought in more than $1 billion in revenue? Learn more about March Madness' economic impact.

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Long-Term Care Insurance

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | March 11, 2025

Did you know that 70% of people older than 65 will need some form of long-term care? The big question is, how will you pay for it?

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2025 Tax-Related Updates

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | February 19, 2025

Learn how the 2025 updates related to contribution limits, tax rates, and exclusions could impact your comprehensive financial plan.

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Managing Health & Finances as a Caregiver

by Damian Beard, CFP®, MBA, Associate Financial Planner | January 6, 2025

Caregiving in any form, while rewarding, can be physically, mentally and financially taxing. Learn 4 tips to manage the financial side of caregiving.

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Rebalancing Your Portfolio

by Ryan Simpson, CFP® | December 19, 2024

What does rebalancing your portfolio mean? Who should do it, and how often?Learn why rebalancing your portfolio is an important component of managing investments.

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What Could the Sunset of the 2017 Tax Cuts & Jobs Act Mean?

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | November 4, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) is set to expire at the end of 2025, and without Congressional action, a number of these tax cuts will sunset or revert to their pre-2018 levels. So, what does this mean for you?

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Starting a Roth IRA for a Child

by Lance Knaack CFP® Associate Financial Planner | October 14, 2024

Did you know that children can begin contributing to a Roth IRA once they start earning income? Learn about the benefits of contributing to a retirement account as young as possible.

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What is a Donor Advised Fund (DAF)?

by Ben Geiger CFP® Financial Planner | September 19, 2024

What is a Donor Advised Fund (DAF) and how can it help you achieve your charitable goals? Learn some of the key benefits of a DAF to help you determine whether one might be a good tool to add to your charitable giving toolbox.

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