Do You Need a Family Financial Summit?

By Brian Horan, CPWA® »

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.

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How Much Is Enough...Stuff? Part Two of a Series

Kristan L. Anderson, CEBS®, CFP®

There are definitely a few ways to approach the topic of how much (fill in the blank) a person needs. Another challenge is that the idea of paring down possessions and simplifying your life is not a particularly innovative topic.

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Lessons from the Farm

By Abby Just, Director of Portfolio Management

I grew up on a horse farm in Pennsylvania. Recently, my family and I took care of the farm while my parents were on vacation in Switzerland. If you know anything about farms, you know that they represent an unending cycle of work. The work has to be done with no shortcuts. Shortcuts might speed up the work today but can lead to problems tomorrow.

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You Don't Have to Go It Alone

Laura Nash, CFP®

If I was a betting person (which I am not!) I would wager that everyone has felt lonely at least once in their life, if not more.  I remember after I graduated from George Washington University and later moved into my own studio apartment in Washington, D.C.

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Mental Health is a Thing

By Angel Irazola

“Take a deep breath.” “Don’t sweat the small stuff.” “Money does not buy happiness.” While there is no lack of off-the-shelf, feel-good epitaphs we hear countless times, sometimes it is worthwhile to take pause in one’s life and consider whether we actually apply a positive mindset in our day-to-day lives.

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Progress, Not Perfection

By Kristan L. Anderson, CEBS®, CFP®

Back in May 2023, I wrote about investing in a dog’s mental health. Here we are, more than a year later and I thought I’d catch you up on how my dog’s own recovery journey is coming along.

First, some context for what we are dealing with. Our dog, Loki, is leash reactive to other dogs, has stranger danger, and is overall anxious with the world outside.

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How To Subscribe Without Trying

By Kristan L. Anderson, CEBS®, CFP®

It all started with magazines and the thrill I got with each delivery. There was a whole new world of information and potential to explore each month.

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Foreclosure of a Dream

By Matt Armendaris, Associate Financial Planner

With so many Gen Zers moving into the work force and establishing long term careers, their focus starts to shift to the next symbol of adulthood – owning a home.

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If You Can’t Touch It, Is It Really Art?

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning

You know how your Apple iTunes library is not really music you own, even though you paid for it? Yet your vinyl collection somehow now has some appreciable value? Or did you ever collect baseball trading cards? And now you see that these cards exist in the digital world and are being traded at high values.

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