By Todd I. Youngdahl, CFP®
If you’ve spent any time researching financial advisors, you’ve probably come across the term Fee-Only. It’s used to describe
By Todd I.Youngdahl, CFP® and Maura C. Schauss, CFP®
On the whole, Americans are woefully unprepared for retirement. (1) With wages not increasing as quickly
Happy New Year and Welcome to the Next Decade!
Our team passionately believes in the holistic benefits of financial peace of mind. Taking care of the big
One of the joys of the holiday season is the opportunity to say thank you. We appreciate our relationship with our clients and community.
Wishing a world of
Our Founder and Managing Partner Maura Schauss,CFP® has been named to Washingtonian's Best Financial Advisers in the Washington DC area as recommended by
By Maura C. Schauss, CFP® and Todd I. Youngdahl, CFP®
With 2020 quickly approaching, we wanted to provide a quick reminder of those items you need to tackle
Thanksgiving is a time to express gratitude for all the blessings in our lives. In that spirit, we offer you our sincerest thanks for your confidence and
By Maura C. Schauss, CFP® and Todd I. Youngdahl, CFP®
While we honor our veterans for their sacrifice and valor every single day, we take one day every year as
By Todd Youngdahl, CFP®
As 2019 winds down, many investors fear our 10-year-old bull market is quickly turning into a bear market. And if it does turn into a
By Maura C. Schauss, CFP®
It’s a shame, really. In today’s world, scams, hacks, and identity theft happen all the time. And while we all think, “Oh, that
