by Cali Gillespie | May 9, 2024 | Aging, Financial Planning
By Marc Shaffer There are countless articles for people nearing or in retirement, and just as many for young people starting out on their financial journey. But some of the most critical years can be the middle-age ones. It’s a long stretch of years where things seem...
by Cali Gillespie | May 9, 2024 | Book Reviews
By Marc Shaffer Embarking on a journey of self-improvement and goal setting can often feel like navigating a maze without a map. However, with the guidance of Jon Acuff’s insightful book, “All It Takes is a Goal,” readers are equipped with a compass...
by Cali Gillespie | May 6, 2024 | Financial Planning, Parenting & Education, Planning for the Family
Many parents wonder how their own finances will change as their children become independent. Where should you draw the line with your children? What level of involvement and/or support should you maintain with your children? What are some planning points that you, as...
