Wealth Advisor Chris Wagner, CFP®, shares valuable insights on college savings strategies, covering everything from 529 plans to the flexibility of UTMA accounts. Learn how to maximize your education savings and make informed financial decisions for your family's future.

Military families face unique challenges, but special benefits can make managing finances easier. Explore five essential tips to maximize your savings, retirement plans, and education benefits.

If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying.

We explore the latest trends in financial markets, highlighting the stock market advancing to all-time highs alongside corporate earnings that have been better than expected. We also discuss the "Goldilocks" jobs market, small business sentiment, and inflationary pressures indicated by the rising Producer Price Index (PPI).

Stock quote: “"The garden suggests there might be a place where we can meet nature halfway." Well Balanced Vol. 29 is a round-up of topics helping you get today right.  

By taking a comprehensive and strategic approach to retirement planning, women can proactively address challenges, optimize opportunities, and confidently pursue their dreams and goals in retirement.

We're committed to providing you with valuable insights to support your journey. Feel free to reach out if you have any questions or would like to discuss a specific decision you’re thinking about. We're here to help you navigate your financial landscape with confidence and clarity. (article)

A 1031 exchange effectively allows you to swap one real estate property with another similar property and, in doing so, defer capital gains taxes until later. This can help you avoid the taxes you would otherwise pay on the sale of an investment property today.