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Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

Financial Accomplishments for Millennials
Blog
Walter Wisniewski, CFP®

Financial Accomplishments – The Millennial Generation

There is a lot of evidence that suggests that are facing unique challenges that older generations never had to encounter, as it relates to finances. With this backdrop, it’s easy to see that Millennials have actually accomplished quite a lot despite having to navigate the 2008 financial crisis, as well as overcoming a reputation for being notoriously bad savers. Let’s take a look

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Aging Parents: Can a Home Remodel Allow Your Parent to Age in Place?
Blog
Walter Wisniewski, CFP®

Aging Parents: Can a Home Remodel Allow Your Parent to Age in Place?

When it comes to living independently as we age, much has to do with our surroundings. Many people wish to remain in their homes and age in place, but this is not always manageable. If you are helping your aging parents determine their options, it’s worthwhile to ask whether retrofitting or remodeling their existing home – or yours – can

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Pandemic Fatigue
Blog
Walter Wisniewski, CFP®

Pandemic Fatigue

Back in January 2020, I sat down to draft some personal and professional goals for the year, as I know many people do. Pencil and paper in hand, super pregnant, I neglected to add “navigate a global pandemic” to my list of hopeful future achievements. At the time, I was excited to attend the Schwab IMPACT conference in October. I

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Presidential Elections- What Do They Mean for Markets
Blog
Walter Wisniewski, CFP®

Presidential Elections: What Do They Mean for Markets

THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE.  It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote. In financial circles, this will inevitably include discussion of the potential impact on

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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