On paper, inflation has lowered over the past two years, but go to the grocery store, fill up your car with gas or go out to eat and I highly doubt you’ll find anyone ecstatic about how inflation has “cooled”.
Nicholas Gertsema, Chief Executive Officer/Wealth Advisor Picture this: it was my son’s 15th birthday, and I wanted to do something special, something that would truly resonate with him. And what better way to do that than with music? My son had caught a bit of my country music bug, a …
Watch our webinar, “Update Your Plans After Divorce” with Manager & Senior Wealth Planner Tom Fridrich and Director, Trust Services Scott Berryman, now available on-demand.
By Scott Keegan, Chief Operating Officer/Associate Wealth Advisor I recently talked to a couple that was trying to work their way out of some credit card debt. They described how they had many different cards with certain cards to earn rewards for certain types of purchases (gas, hotels, gr …
I’m currently reading a book called “Live Your Dash: Make Every Moment Matter” by Linda Ellis. The book begins with her poem that hooked me right away. This poem below appears here with the author’s permission.
There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning. Download G …
By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. While blending families brings joy and new opportunities, it also can create comple …
