What You NEED to Know!
Congress just passed two very important pieces of legislation- the SECURE Act & the CARES Act. Both have many important provisions. Some...
top of page
Eric Walter, CFP®
CFP® Certification
Many people call themselves “financial planners” but lack the credentials and standards of CFP® Professionals. One key differentiator...
Eric Walter, CFP®
Social (In)Security
In the 2019 Gallup poll on Social Security, 67% of Americans listed Social Security as one of their top worries with only 33% of...
Eric Walter, CFP®
Second Set of Eyes
For our analysis work, we have at least one other team member review the methodology, results, and conclusions to minimize errors and...
Eric Walter, CFP®
The New Retirement
Saving and systematic investing have always been such a significant focus of Retirement Planning that it can be an overwhelming emotional...
Eric Walter, CFP®
Education Planning
If you wish to contribute to your school age child’s/grandchild’s education, those expenses should be part of your financial...
Susan Spraker, Ph.D.
Noise, Pullbacks, Corrections and Bears
Although Investments is just one integral part of total financial planning and wealth management, it stands center stage more often than...
bottom of page