03/05/2025
I want you to rethink how you talk about money. Reach out to learn more.
03/05/2025
I want you to rethink how you talk about money. Reach out to learn more.
03/05/2025
This checklist can help you get ready financially so you can focus on baby smiles.
How to Financially Prepare for a Baby in 9 Months You’ll need to get your finances in order by the time your little bundle of joy arrives. This checklist can help.
03/04/2025
Chief Investment Officer Brent Schutte discusses how to navigate the uncertainty caused by the latest economic data.
Markets Retreat on Consumer Concerns Tension between signs of slowing growth and inflation could make the Fed’s job more difficult.
02/26/2025
Better conversations start with your goals and your blind spots. I want to help you get started on tomorrow’s better outcomes. Please reach out.
02/26/2025
If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities for your retirement savings.
9 Types of Retirement Accounts You Should Know When it comes to saving for retirement, 401(k)s and IRAs are the best-known options—but there are many others that could make more sense for your situation.
02/25/2025
Chief Investment Officer Brent Schutte discusses why consumer expectations of inflation could pose a challenge for the Fed.
Slowing Growth, Tariffs and Inflation Weigh on Stocks Inflation, talk of tariffs and signs of slowing growth weighed on Wall Street. Where does the latest data leave the Fed?
The top financial deal breaker is not sticking to a budget, followed by not having savings or having debt. I’m here to listen and help your finances live happily ever after. Message me to get started.
02/19/2025
Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.
How to Get a Bigger Tax Refund These steps could help you earn a bigger refund on your taxes this year
02/18/2025
Chief Investment Officer Brent Schutte discusses what the latest inflation data and retail sales report means for the Fed.
Inflation Data Bolsters Case for Fed’s Wait-and-See Approach Fed Chair Powell said the Fed can be patient as it waits out inflation, but would a slowdown in the economy force the Fed’s hand?
02/12/2025
Taking the time to discuss what you both want can help ensure you’re on the same page.
The Conversations Couples Should Have Before Retirement You deserve to enjoy the retirement of your dreams with your significant other. Here are five discussions you should have to make sure you’re on the same page about how to make that happen.
02/11/2025
Chief Investment Officer Brent Schutte discusses signs of more balanced economic growth and why inflation is still a concern.
Economy Shows Signs of Broadening, but Inflation Pressures Remain a Concern Last week brought more signs the economy is regaining some balance. But will inflation be a headwind?
02/09/2025
Happy national pizza day. Reach out and we can talk about all things dough related. Both pizza and money. Probably mostly money.