Blog
A trusted source for expert insights and practical tips to navigate the ever-changing world of personal finance. From saving strategies to investment guidance, we’re here to empower you with the knowledge and tools to achieve your financial goals.
As financial planners, we enjoy discussing future retirement goals, long-term investments, and strategies for building wealth over time. But there’s a key piece of planning that applies no matter where you are in life: having emergency reserves. Whether you’re just starting your career, in your peak earning years, or enjoying...
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Derek Stone
When the United Nations formally recognized World Elder Abuse Awareness Day, the goal wasn’t just to mark a date. It was to shine a light on a serious and often hidden issue. Every effort to raise awareness, show respect, and protect the dignity of older adults is something worth recognizing....
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Dave Valdez, CWS®, ChFC®
If you’ve spent years building a career in the oil and gas industry, chances are your compensation includes employer stock, well-structured retirement savings plans, pensions, and/or other generous benefits programs. Many of these benefits require attention, as set it and forget it can lead to less-than-optimal retirement outcomes. While there...
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Connor Michael, CFP®
I’m Alex Bruce, a student at Grand Canyon University, preparing to enter my senior year, majoring in Finance with an emphasis on Personal Finance. Coming up on the college finish line, I’ve been reflecting quite a bit on how far I have come as a student, and more importantly, my...
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Alaska Wealth Advisors
Your 20s and 30s are a dynamic period of life, often marked by career beginnings, major life milestones, and increasing independence. These decades present a unique opportunity to lay a solid financial groundwork for your future. However, there are also times when easily avoidable financial missteps can create lasting challenges....
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Zoe Moorman
In recent months, we’ve seen a growing number of clients express interest in digital currencies, and for good reason. Headlines about regulatory shifts, evolving technology, and political tailwinds have sparked questions about whether cryptocurrencies have a place in diversified investment portfolios. Notably, the incoming Trump administration’s supportive tone on digital...
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Kirsten Halpin
