By Thomas Fridrich
Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …
By jlarsen
THANKSGIVING 2022 November 24, 2022 Thursday is Thanksgiving, and I would like to continue with my annual tradition of listing the things for which I am most thankful and encourage you to do the same. For me, at least, it makes the challenges of life somehow less daunting. At the same time, …
By Chelsi Balfour
This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …
By Kevin Oleszewski
Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
