When considering a subject to write about, I decided to ask one of my old college roommates what financial topic she wishes she’d known more about as a younger professional. Her response: Why should I
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“Life is Change, Growth is Optional One of my favorite professional coaches, Janet Tingwald, uses this as her email signature and tagline. While much has changed in the financial industry during the 30 years, we
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“Life is Change, Growth is Optional” I heard that book title the other day, and even though I haven’t read the book, I found myself considering the title in relation to my profession. As in
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Unfortunately, financial literacy rates have dropped nationally since the Great Recession of the late 2000s. According to the Financial Industry Regulatory Authority (FINRA) Capability Study (usfinancialcapability.org), which shares financial literacy ratings by state, Iowa scores
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Let’s be honest – how many times have you played the “if I ever win the lottery, I’m going to….” game? Most everyone dreams of being wealthy at some point. But what if you could
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As a financial advisory firm, we talk a lot about the importance of finding the right match in an advisor.  But some people aren’t to the place where they need the full financial planning experience…yet.
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