Mortgage vs Rent Cost
Anxiety About Spending? 💸
Passive Income Machine
Feature in BARRON'S!
"Real Life Risks" of Investing
My Definition of Rich!
Budget Like a CFP® Pro!
The 2021 Student Success Summit Panelist Discussion
Highlights [2 mins] from 2021 Student Success Summit
Colin Overweg, CFP® and professor Stephen Schiestel, CFA discuss Financial Planning topics
Overview of our Advisory Agreement and Disclosures
2020 Tax Season & When to File
Stop Trying to Predict the Markets
Should I Sell my Investments?! (Video)
Welcome to the team, Ted!
New Client Process
Financial Planning Association #NexGenGathering Review
Buying Stocks During Pandemic
Corona Virus & How to Build Wealth