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25 Nov
Balancing Current Financial Needs With Retirement Dreams
Balancing Current Financial Needs With Retirement Dreams

By Colleen Weber, CFP®, CPA ​​Living fully in the moment is important, but planning for a stable retirement is equally essential. Many people find it challenging to strike the right balance between enjoying life today and preparing for the future. In this article, I walk you through practical steps for...

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12 Nov
What I’m Most Grateful for This Year
What I’m Most Grateful for This Year

By Colleen Weber, CFP®, CPA If 2025 has taught us anything, it’s that uncertainty never really goes away. Between election drama, tariff headlines, debates over spending bills, and Washington gridlock, it’s felt like the noise never stops. Markets have swung. Pundits have predicted. And through it all, you’ve stayed focused...

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