Clarity Wins

by admin | Jun 15, 2022 | Our Philosophy

By:  Rachel Krabill, Administrative Assistant   “So… what just happened back there?” My husband and I were sitting in our car wondering how the conversation we’d just had with a financial professional had seemed so clear and concise while we were in his office,...

Retirement is an Outdated Social Construct

by admin | Jun 7, 2022 | Retirement

By: Clinton Miller, CFP®, Advisor   I am going out on a limb in saying this, but here goes:   Retirement is imaginary. It’s a solution in search of a problem.   The Financial industry assumes your Retirement™ goes like this:  You work hard over a 45...

Are We Still OK?

by admin | May 25, 2022 | Uncategorized

By:  Ellis Miller, JD, Advisor   The stock markets are in a funk. It seems like every few days we see headlines saying it’s the worst day/week/month since some long ago date. Fear is controlling many investors, and they are stampeding toward the same exit door,...

Review Meetings Cover More than Just the Numbers

by admin | May 10, 2022 | Our Philosophy

By:  Liz Hand, CFP (R) During our just-concluded spring review session, we asked clients to look at a few areas of life that matter most: Joy, Satisfaction, Health, Family, and Friends/Community. We got quite a few side-eyes while clients filled out the questionnaire...

Can a Nest Egg Turn into Real Money?

by admin | Apr 5, 2022 | Retirement

By:  Rachel Krabill, Administrative Assistant So you’ve saved, you’ve planned, you’ve been patient. You’ve nurtured that nest egg and it’s looking pretty solid – pristine even.  Maybe untouchable? You’ve thought about what retirement might look like, could look like. ...