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19 Sep
Fee-Only Advisory: Transparent Financial Planning Benefits
Fee-Only Advisory: Transparent Financial Planning Benefits

By Colleen Weber, CFP®, CPA Imagine you’re on a nature hike with a guide you’ve already paid. But halfway through, the guide suddenly tells you there are extra fees to cross the river and more charges if you don’t finish in two hours. You’d probably feel frustrated, right? The same...

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03 Sep
Safeguarding Your Wealth in Volatile Markets
Safeguarding Your Wealth in Volatile Markets

By Colleen Weber, CFP®, CPA The recent market volatility has left many investors on edge, with sudden swings causing uncertainty and anxiety. Whether you’re watching the value of your portfolio fluctuate or wondering how these shifts might impact your long-term financial plans, it’s natural to feel concerned. However, understanding the...

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