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Blog Archive

11/27/2019 Raising Financially Aware Kids: A Video Recap from October’s Event
Last month, we hosted a lecture on the topic of "Raising Financially Aware Kids" More
End of year financial checklist.
10/3/2019 3 Tips to Prep your Finances for the End of the Year
Yes, it’s only October, but that doesn’t mean you shouldn’t be taking some More
5/21/2019 7 Questions to Cover in Your First Meeting with a New Financial Advisor
You may have seen those Schwab commercials that have been running the past few w More
4/6/2019 A Q&A with Dan Brady, the New Planning Capital VP
If you’re familiar with Planning Capital, chances are you’ve worked with or More
12/11/2018 How often do I need to review my estate plan?
Although there's no hard-and-fast rule about when you should review your estate More
12/3/2018 The Sandwich Generation: Juggling Family Responsibilities
At a time when your career is reaching a peak and you are looking ahead to your More
10/15/2018 Retirement Plan Considerations at Different Stages of Life
Throughout your career, retirement planning will likely be one of the most imp More
7/31/2018 10 Years and Counting: Points to Consider as You Approach Retirement
If you're a decade or so away from retirement, you've probably spent at least More
7/31/2018 Financial Worries: We All Have Them. How Do We Conquer Them?
post by Rick Bell I wanted to know what people worry about as it pertains to More
Commentary
4/11/2024 Commentary – 2024 2nd Quarter
1/10/2024 Commentary – 2024 1st Quarter
10/13/2023 Commentary – 2023 4th Quarter
7/13/2023 Commentary – 2023 3rd Quarter
4/14/2023 Commentary – 2023 2nd Quarter
1/12/2023 Commentary – 2023 1st Quarter
All Commentary