Financial Literacy
Written by: Nicole A. Gobel, CPA, CDFA® Treasury Chief Janet Yellen’s announcement last week stated that we may reach the debt ceiling as soon as June 1st. While negotiations are in the works, we can provide background on the debt ceiling and possible future outcomes. This article will address: What is the debt ceiling? What…
Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends and family. As we guide clients through many different phases and transitions of life, we often provide counsel to people who are interested in transferring wealth to the next generation. My husband and I just…