Recent News and Articles
When It’s Time To Move
Ready for a fresh start but overwhelmed by the idea of moving? Brian T. Jones, CFP®, shares practical tips and advice to help navigate the emotional and logistical challenges of relocation—while embracing the excitement of new beginnings.
Planning for College with Cozy Wittman
Parker G. Trasborg, CFP®, hosts Cozy Wittman to discuss how to plan for college.
Clear as mud: RMD rules change again for 2023
Required Minimum Distribution rules changed again in 2023. Jessica Ness, CFP® tries to make sense of the new changes.
The S&P 500 is Beating the Dow – Or Is It?
The S&P 500 is beating the Dow by a wide margin through September 14, 2023 but if we look back a bit further, a different story emerges.
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