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5 Financial Statistics To Be Thankful/Worried For

5 Financial Statistics To Be Thankful/Worried For This Thanksgiving may see you and your family feeling less thankful. With so much change, uncertainty, and unknowns for the future, it may be difficult to feel that much has gone right in 2020. However, it may be helpful to put your troubles into the greater context of what...
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The Difficulty of Being Your Own Boss

The Difficulty of Being Your Own Boss You are out of the rat race and into your own business. You have given up a nine to five life so that you can work on your own terms. Now is the time to buckle down and focus on creating your own brand and keeping the fruits of...
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Disability

Does Your Employer’s Group Disability and Individual Disability Insurance Play Nice?

Does Your Employer’s Group Disability and Individual Disability Insurance Play Nice?   Luckily for you, your employer offers amazing benefits and you took advantage of them. Your good college friend recently spoke to you about how you can protect your family even more by getting an individual disability policy on top of the group disability from...
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Anyone Can Say They Are A Financial Planner… But Are They?

Consumers today are bombarded with advertisements to work with a financial planner or advisor, so what sets apart a Certified Financial Planner™ from the rest? Anyone can say they are a financial planner; However, not every planner is held to the same rigorous standards.   All candidates for the CFP® certification are held to the “4-E’s”...
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Meet The Coaches: My Journey into Finance – April Rohl CFP®, RICP®

In early 2020 the CFP Board announced that 23.2% of women held the CFP® designation, up 4% from the previous year. Even though this was cause for celebration, female financial advisors only make up about 15-20% of all advisors today and leave lots of opportunities open for women to enter the field – this is where...
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Labor Day

Labor Day: A Labor of Love Story

“Where love is there is no labor; and if there be labor, that labor is loved.” — Jane Austen   Another Labor Day is now upon us and many may be spending this holiday either going for a second cheeseburger, dusting sand off from the beach, or filing away the receipts after a bit of bargain...
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