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An Abundant Thanksgiving Week

by Roger A. Shake, CFP®, RLP®, CeFT® November 2022 Thanksgiving week is here! I don’t know about you, but Thanksgiving is my favorite holiday of the year. Usually family and friends are getting [...]

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Veterans Day – Lest We Forget

by Steve Wachs, CFP® November 2022 Deb and I recently were able to visit the Normandy area in France, one of my “Bucket List” destinations. In addition to seeing both Omaha and Gold beach, sites [...]

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Powerball Jackpot

By Roger A. Shake, CFP®, RLP®, CeFT® November 2022 Now at an estimated $1.5 billion, the Powerball jackpot is quickly approaching a world record amount after 39 consecutive drawings [...]

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Life Is Just A Bowl Of Cherries

by Matt Quinn, CFA® September 2022 “Life is just a bowl of cherries. Don’t take it serious, it’s so mysterious.  You work, you save, you worry so, but you can’t take your dough when you go go [...]

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Thank You for 25 Years

by Steve Wachs, CFP® August 2022 “You do not need to know precisely what is happening, or exactly where it is all going.  What you need is to recognize the possibilities and challenges [...]

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“I Like Warm Hugs”

by Roger A. Shake, CFP®, RLP®, CeFT® May 2022 In 2013 Disney released the animated movie ‘Frozen.’ It’s the story of a princess, Anna, setting out on a quest to locate her estranged sister, Elsa, [...]