• Podcasts

    529 College Savings Plans
    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 the various 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
    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
    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
    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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    Rebalancing Your Portfolio
    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?
    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
    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)?
    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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    Choosing an Executor
    Choosing an Executor

    by Lance Gunkel CFP® CFA Managing Director | August 12, 2024

    Who would make the best executor for your estate? Here are aspects and situations to consider when deciding whom to ask to take on this important role.
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