Featured Blogs
Debt Ceiling Up – Rates Steady
July Market Update – Debt Ceiling Rising while Interest Rates Hold: Much has happened since our May market update. Debt Ceiling Raises First of all (drumroll please…) they raised the…
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Estate Planning Spotlight – Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…
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The New Role of a CPA
The New Role of a CPA: For many years, a CPA’s role was mainly just the tax and accounting that most people are familiar with, but fast forward to today…
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First Friday Focus – Men & Money
The Man’s Role – Some things are changing, and some are not. The days of I Love Lucy when the men went to work and the women stayed home and…
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Kolbe Index
A few years back, my sister and I attended a business training conference where they discussed a personality test that compared different types of vehicles. We were sitting in different…
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May Market Update
It’s finally starting to feel like summer outside (t least for a few days). I feel like spring in the Midwest is really a combination of all the other seasons…
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3 Ways to Use Life Insurance In Your Estate Plan
When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…
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Women and Wealth – May Power Hour
Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about…
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