Blog

By Maura C. Schauss, CFP

Bread and butter. Romeo and Juliet. Nuts and bolts. Salt and pepper. Love and marriage. Tax planning and philanthropy. Some things were just meant to go together.

By Todd Youngdahl, CFP®

In March, President Trump announced that he would begin imposing tariffs on steel and aluminum, sparking fears of a global trade war. Both the media and markets were up in arms over his announcement. But, why? What exactly is a trade war and what would it mean for the US economy and you, personally?

By Maura C. Schauss, CFP®

By Maura C. Schauss, CFP®

By Todd Youngdahl, CFP®

By Maura C. Schauss, CFP® and Todd I. Youngdahl, CFP®

By Todd Youngdahl, CFP® and Maura C. Schauss, CFP®

We welcomed Dr. Rene Hackney of Parenting Playgroups as our guest speaker this month to tackle the important family topics of chores, allowances and online spending.  For those who were unable to join us, here are some key takeaways from Dr. Rene's workshop along with several resources to support you in teaching your children about money.

By Craig Strent

The new tax plan impacts all areas of your financial life. We want to help you prepare for the changes and optimize your tax planning. As such, we reached out to Craig Strent of Apex Home Loans, a mortgage specialist with over twenty years of experience, to give us a deep dive into how the new tax laws will affect your mortgage options.

Happy New Year to you and your family! Can you believe it's already 2018? Life seems to speed by faster every year.