How Nick Handles His FinancesÂ
Fair is fair. Nick interviewed Dave about his personal finances in How Financial Planners Handle Their Own Finances, so in
How Financial Planners Handle Their Own Finances
In a rare look under the hood, Nick interviews Dave on how he manages his own finances and investing. Listen
Traveling Post Pandemic Webinar with Kim Barber
Join Dave and Nick as they chat with Kim Barber, owner of Globetrotter Travel, about traveling during a Pandemic. What
Getting Launched: Helping Children Manage Money
Clients often ask us how to help their children or grandchildren get started in managing their own financial affairs. For
Pension Choices
Often in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons
Estate Planning Webinar with Molly Petitjean
Last week Molly Petitjean of Buhl, Little, Lynwood & Harris, PLC presented the basics of estate planning during this webinar.Â
How to Budget for Academic Year Faculty and Staff at MSU
Budgeting is hard enough for most people, but when you only get paid nine months out of the year, how
How to Financially Help Adult Children
My adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially
Estate Planning Basics with Special Guest Molly Petitjean
On this week’s edition of the Kitchen Table Podcast, Nick and I interviewed Molly Petitjean, an estate planning attorney with
Our Investment Philosophy
Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows