By Marc C. Shaffer When you are raising kids, you get used to making all the decisions for them. You fill out the school forms… Sign the permission slips… Talk to the doctor… Keep an eye on their bank account… But magically, something changes the day your child turns...
By Marc C. Shaffer The moment a high school graduate steps onto a college campus, they’re stepping into one of the most exciting, and potentially financially challenging, chapters of their life. As a committee member of the Wabash Cannonball, I was reminded of this...
When some people think about the value of a financial planner, their minds jump straight to investments and money management. Will the planner “beat the market”? How does this advisor’s returns compare to other advisors? While investment management is important,...
By Marc C. Shaffer As you approach age 65, one of the most important decisions you'll make is how and when to enroll in Medicare. For many, this is their first time navigating a government-run health insurance program, and the number of choices and acronyms can feel...
When it comes to crafting a successful financial plan, there’s one question we always ask: What does your future look like? It’s not rhetorical. We genuinely need to know, because your vision for the future determines one of the most important inputs in our Financial...
By Marc C. Shaffer What The Alchemist Taught Me About Life’s Hallway of Possibility More than a decade ago, when I first began working with my life coach, Kay Blond, she handed me a copy of The Alchemist by Paulo Coelho and said, “Read this. Then let’s talk.” I didn’t...
Do Roth Conversions Lock Up My Money for 5 Years? Here’s What You Need to Know By Marc C. Shaffer A client recently reached out with a concern that we hear quite often: “If I convert money into my Roth IRA this year, do I have to wait five years before I can touch...
By Ryan Brooke, CERTIFIED FINANCIAL PLANNER® Professional, CIO Environmental, Social, and Governance (ESG) investing has become a hot topic in the financial world. Some investors seek to align their portfolios with their personal values by supporting companies they...
By Jessica Kmetty My first grandbaby arrived this year. To say I’m excited is an understatement. Aside from the fresh newborn smell and cuddles and coos, I look at this baby and see a whole world of potential and a future of possibility. And because I lead a financial...
By Marc C. Shaffer Money and water may seem like entirely separate forces, but once you start paying attention, you'll notice just how many financial terms flow directly from water-based language. This isn't a coincidence. Both money and water are essential resources....
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