Financial Planning: It’s About Time

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 …

Should You Wait Out the Storm?

By Jaymon Meikle, CFP®, Wealth Advisor On every conference room table, we have the picture below.

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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