Category: Blog

By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ At certain times of the year, or when certain events occur, we are reminded of how blessed and fortunate

By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ Engineers and technical professionals are known for their precision—but when it comes to their finances, the numbers aren’t always

If you’re searching for a financial planning professional, the first thing you’ll want to ask is how this advisor will be paid. If you hear they’re fee-only, you’re on the right track. Fee-only financial advisors are paid directly by their clients.

Next year will mark the 30-year anniversary of one of the most popular movies from the ’90s, Forrest Gump. Of all the memorable moments in that movie, one phrase seems to be quoted most often: