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Retirement - Beyond the Numbers

Retirement - Beyond the Numbers

Posted by Luke Hail on Tuesday, May 05, 2015 I recently attended an interesting presentation by Joni Youngwirth. The premise was that financial planners do a great job of helping their clients figure out if they have sufficient financial resources to meet their retirement goals...
1st Quarter 2015 Review & Outlook

1st Quarter 2015 Review & Outlook

Posted on Friday, May 01, 2015 A strong U.S. dollar and sharply lower oil prices weighed heavily on stock markets at the start of the quarter, particularly for large U.S. multinational companies who have a high level of currency exposure.
David Nienaber, CPA, CFP® with Channel 12 News

David Nienaber, CPA, CFP® with Channel 12 News

Posted on Monday, April 27, 2015 David Nienaber, CPA, CFP® discusses Millennial’s saving and investing patterns with Channel 12 News.
Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Posted on Thursday, November 14, 2013 This year's client event held on October 1, 2013 featured Dr. Robert Biswas-Diener. Known to many as the "Indiana Jones of positive psychology", he has traveled the globe researching the relationship between money and happiness.
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  • Jim & Margie

    Jim & Margie

    A physician planning for retirement and preparing to send three children to college.
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