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Blog

Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Jeff Scheithe | Jan 9, 2024

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of young professionals in a meeting. They are in a casual office setting
Jeff Scheithe | Jan 8, 2024

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Woman in a suit holding a piece of paper. She is in an office setting.
Jeff Scheithe | Jan 5, 2024

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Grandmother and granddaughter knitting together
Jeff Scheithe | Jan 4, 2024

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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An exit sign in a modern office building
Jeff Scheithe | Jan 3, 2024

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Jeff Scheithe | Jan 2, 2024

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Jeff Scheithe | Jan 1, 2024

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Jeff Scheithe | Dec 29, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Jeff Scheithe | Dec 28, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Professionally dressed man and woman looking at a tablet
Jeff Scheithe | Dec 27, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Two people having a picnic by a lake
Jeff Scheithe | Dec 26, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Parents holding their child's hands. The child is jumping
Jeff Scheithe | Dec 25, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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