News and Commentary

Staggered Retirement Requires Married Couples to Plan Carefully By Lee F. Hediger


Posted on December 15, 2022 by Lee Hediger

Relatable Finance Podcast Episode 115: Too Good To Be True


Posted on December 13, 2022 by

7 Year-End Strategies for Retirement Savers By Kathleen Marteney, CRPC®


Posted on November 10, 2022 by Kathleen Marteney

Relatable Finance Podcast Episode 113: Pursuit of Happiness


Posted on November 08, 2022 by

Relatable Finance Podcast Epsiode 112: Impact of Fed Rate Hikes on the Global Economy


Posted on October 25, 2022 by

Investing is no Place for Emotions and Knee-Jerk Reactions By Scott Montgomery, CLU, ChFC


Posted on October 20, 2022 by Scott Montgomery

Minimizing Exposure to the Dreaded Death Tax By Ryan Whiteman


Posted on October 12, 2022 by Ryan Whiteman

The Reality of Investing: A Look into Behavioral Finance By Shane Phillips, CFA, CAIA, CFP ®


Posted on October 04, 2022 by Shane Phillips

Relatable Finance Podcast Episode 110: Thoughts Around the Midterm Election


Posted on September 27, 2022

ABLE Accounts Offer Tax-Free Savings Options for Persons with Disabilities By Lee F. Hediger


Posted on September 14, 2022 by Lee Hediger