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    High Inflation: How Long Will It Last?
    Daphne Jordan CFP (R)
    • May 9

    High Inflation: How Long Will It Last?

    In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of...
    Special Considerations for Vacation Homes
    Nicole Renaux
    • Apr 29

    Special Considerations for Vacation Homes

    Introduction A rustic cabin, a seaside cottage--buying a second/vacation home can be an alluring prospect. Before you decide to purchase...
    Record Retention: Deciding Which Financial Records to Keep
    Daphne Jordan CFP (R)
    • Apr 29

    Record Retention: Deciding Which Financial Records to Keep

    Keep critical documents and records safe and secure but accessible in a time of need. Certain documents and records are too important to...
    Planning for Travel
    Nicole Renaux
    • Apr 29

    Planning for Travel

    Whether you want to take a dream trip around the world or simply want to visit your cousin in Indianapolis for a few days, you can...
    Elections and Markets
    Milad Taghehchian, CFP(R)
    • Nov 2, 2020

    Elections and Markets

    Election day is upon us. As we all know, this year has been filled with new experiences and this election may be similar. With many folks...
    Everything PPP and EIDL
    -
    • Jun 24, 2020

    Everything PPP and EIDL

    How to use the Paycheck Protection Program (PPP) and Emergency Injury Disaster Loan (EIDL)
    Managing Cash Flow When Money Is Tight
    Nicole Renaux
    • May 7, 2020

    Managing Cash Flow When Money Is Tight

    In my previous post, I outlined sources of funds available to people experiencing income reduction or loss. This week, I'll talk about...
    Finding Funds to Help Your Family During COVID-19
    Nicole Renaux
    • Apr 23, 2020

    Finding Funds to Help Your Family During COVID-19

    Writing a blog in this environment is pretty challenging. It's hard to find content that hits to the heart of what people are...
    Mortgage Rates and Fed Funds
    Milad Taghehchian, CFP(R)
    • Mar 20, 2020

    Mortgage Rates and Fed Funds

    Wild ride in mortgage rates.
    Equities are down over 20%. Now what?
    Milad Taghehchian, CFP(R)
    • Mar 10, 2020

    Equities are down over 20%. Now what?

    Fears around COVID-19 (coronavirus) have caused an amazing amount of volatility over the last few weeks. As of the evening of Monday...
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