Am I Behind in Saving for Retirement?

By Cristina Wiebelt-Smith, CPA, Wealth Advisor Am I behind in my retirement savings? Am I where I need to be financially? These are common concerns when people come in to meet with us. I can relate to this concern because there were several years in our mid-30s where we weren’t able to save …

The Power of Money Memories

By Cristina Wiebelt-Smith, CPA, Wealth Advisor When I was around five years old, my family moved 1200 miles across the country from California to Oklahoma so my dad could start a new job. He was early in his career, my mom stayed home with us, and they were paying back a loan to my grandpar …

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