Month

January 2024

Financial Wellness Unveiled: Perspectives from CFP® Professionals

By Kelley Muhsemann Marketing Manager We’re kicking off 2024 by celebrating Financial Wellness Month! Instead of providing you with various tips and tricks on how to set forth and achieve financial wellness – we’ve decided to look inward and reflect as fee-only financial advisors to answer the question: What does “Financial Wellness” mean to us?...
Read More
Business Owners Corporate Transparency Act

The Corporate Transparency Act: What Business Owners Need to Know

By Steven Rogé, MBA, CFP®, AIF® Chief Investment Officer & CEO The U.S. government instituted a new law called the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act for Fiscal Year 2021. A game-changer for business accountability, this landmark legislation aims to curb money laundering, terrorism financing, and other forms of...
Read More

Like Us on Facebook