by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | May 16, 2023
Listen to today’s Finance Moment podcast “The Financial Issues of Aging” by David Strege to learn more about helping older adults avoid scams as well as the importance of sharing financial information with a trusted family member or partner. …
by Jerin Young, CFP®, CKA®, Senior Associate Financial Planner | March 20, 2023
Do you break down your expenses and spending into categories? Listen to today’s Finance Moment podcast “Categorizing Your Spending” by Jerin Young to learn more about intentionally breaking down your spending habits in a way to meet your long-term goals more effectively.…
by Lance Gunkel, CFP®, CFA, Managing Director | January 24, 2023
Have you ever utilized a credit freeze as a tool to help prevent identity theft? Listen to today’s short Finance Moment podcast “Identity Theft & Credit Freezes” by Lance Gunkel to learn more about this easy way to add another layer of protection against identity theft. …
by Mike Murkins, CFP®, Financial Planner | November 26, 2022
Senior Associate Financial Planner Michael Murkins provides information on the importance of disability insurance as a part of your risk management strategy in your compressive financial plan.…
by Lance Knaack, CFP®, Associate Financial Planner | October 12, 2022
Associate Financial Planner, Lance Knaack, provides updates in regards to upcoming personal income and retirement income tax changes.…
by Lance Gunkel, CFP®, CFA, Managing Director | July 27, 2022
Managing Director Lance Gunkel provides three tips to reduce the impact of inflation on your personal finances.…
by Mike Murkins, CFP®, Financial Planner | May 24, 2022
Senior Associate Financial Planner, Michael Murkins, provides a high-level overview about Series I Savings Bonds (I Bonds) as a strategy to protect against inflation. Should I bonds be something you should add to your financial portfolio?…
by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 24, 2022
Chief Investment Officer and Financial Planner Jason Gunkel, explains the in's and out's of market downturns and recoveries and the correlating effects on the bond market. …
by Lance Knaack, CFP®, Associate Financial Planner | February 23, 2022
Associate Financial Planner, Lance Knaack, reminds listeners the importance of a family budget & controlling where your money goes each month.…
by Lance Gunkel, CFP®, CFA, Managing Director | January 24, 2022
Managing Director Lance Gunkel addresses common financial questions and how using the answers to those questions can help calm financial anxiety.…
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