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Blog

Elderly woman doing yoga in a park
Jeff Scheithe | Dec 22, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Jeff Scheithe | Dec 21, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Jeff Scheithe | Dec 20, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Man in a graduation cap and gown
Jeff Scheithe | Dec 19, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Mother and child working on a laptop together
Jeff Scheithe | Dec 18, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Two yellow balloons with smiley faces on them
Jeff Scheithe | Dec 15, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Jeff Scheithe | Dec 14, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Jeff Scheithe | Dec 13, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Jeff Scheithe | Dec 12, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Jeff Scheithe | Dec 11, 2023

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Jeff Scheithe | Dec 8, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
Jeff Scheithe | Dec 7, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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