Loose Change
Loose Change
Talking about your finances can seem overwhelming, confusing, and even boring. The good news? We get it. We know you are unique, and we believe you deserve a different approach to thinking about and managing your financial life. If you are going through a life transition or want to better understand your financial journey, our CERTIFIED FINANCIAL PLANNER™s are here to help clarify the path and bring you peace of mind.
featured posts
CPI – But Prices Are Still High
We love hearing from our readers on suggestions for blog topics and most recently received a...
There’s Something Wrong with the World Today
When I realized it was my week to write the blog, I struggled with a topic because my heart is...
“Insuring” You’re Covered
Many times we plan for things we can expect; however, we must also plan for those that are...
“Insuring” You’re Covered
Many times we plan for things we can expect; however, we must also plan for those that are...
Do Something
September is a bustling month in the Irving household, filled with birthdays, parties, back to...
Social Hour
Happy day after Labor Day weekend! For the Yakel family, that means back to school!! While the...
Spinoffs, Splitoffs, and Stocks
In light of the communication many of our clients received on regarding the exchange offer of...
The Rest of the Story, part 2
Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the...