By Jim Shellenberger, CFA, CFP® Cookie cutters are great for cookies, but when it comes to retirement planning, they just don’t cut it. The reality ...

By Rob Johnson As a wealth manager, my main focus is to help clients pursue their dreams while keeping their wealth safe and sound. With ...

By Rob Johnson Becoming rich requires more than just a mindset. And if you study wealthy people, you’ll notice they often possess what’s commonly referred ...

By Jim Shellenberger, CFA, CFP® If I could only teach one financial lesson, it would be to live within your means. The truth is, many ...

By Jim Shellenberger, CFA, CFP® Retirement may feel distant and abstract, like a far-off destination on your life’s road map. You imagine it, save for ...

By Rob Johnson Retiring is like setting off on a whole new adventure. You say goodbye to the familiar routine of a steady paycheck and ...