Resources and Stories for Real People

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.

The Space Needle
Blog
Walter Wisniewski, CFP®

The Space Needle

It is not the strongest of the species that survives, nor the most intelligent. It is the one most adaptable to change. Charles Darwin How much should you save? How much should you spend in retirement? How much do you leave to your children? How little do you leave? What happens if some unforeseen event happens? Is your investment portfolio

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Mirror Mirror, Off The Wall!
Blog
Walter Wisniewski, CFP®

Mirror Mirror, Off The Wall!

“Life is like a mirror, we get the best results when we smile!” Looking directly into a mirror gives you one perspective of yourself. However, if you turn the mirror at a right angle to another you will discover several images of yourself. Some may appear distorted and backward, like in an amusement park fun house. Nevertheless, each one allows

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What a Long Strange Trip it's Been...
Blog
Allison Vanaski, CFP®

What a Long Strange Trip it’s Been…

BULLS AND BEARS Many experts consider investing in the stock market the best way to grow wealth, especially if you are young and have a long investment time horizon. However, it can be difficult to avoid much of the daily market “noise,” and you may start to question your financial decisions. Such seemingly extreme volatility can have even the most

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Empathic Listening and Building Trust
Blog
Walter Wisniewski, CFP®

Empathic Listening and Building Trust

The Greek witch-goddess Circe gave her son Telegonus a poisoned spear to protect him on his journey to find his father Odysseus. When Telegonus finally found Odysseus he inadvertently killed his father with the magic weapon. This is similar to some of the consequences we may inadvertently incur when we try to administer well-meaning advice to someone who is coming

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How to Disaster Plan and Build a Financial Emergency Kit
Blog
Allison Vanaski, CFP®

How to Disaster Plan and Build a Financial Emergency Kit

As Hurricane Season ramps up and with Sandy only a few years down in the history books, it is important to consider what plans you and your family have in place in the event of a natural disaster. Disasters rarely give us a heads up. The best we can do in the face of disaster is have a plan and

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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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