by Gretchen Behnke, MBA, CFP®, RLP®
In this blog article, we’ll explore the key considerations involved with combining or separating finances in a legal union or divorce. Merging lives with a partner or spouse can be both challenging and rewarding. Yet few aspects of this process are as complex as...
by Gretchen Behnke, MBA, CFP®, RLP®
Although tax season is behind us, you may still be feeling the sting of an unexpectedly high tax liability. If you were caught off guard this year, now can be a great time to take steps to proactively reduce next year’s tax bill. Indeed, most people tend to wait until...
by Gretchen Behnke, MBA, CFP®, RLP®
When it comes to building wealth, we can be our own worst enemies. Indeed, many common thoughts about money are actually quite harmful to the average investor. Limiting financial beliefs can hinder our progress and keep us from reaching our goals. The good news is...
by Gretchen Behnke, MBA, CFP®, RLP®
Consider these five tips to avoid unnecessary headaches this 2023 tax season. The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next two months. If you tend to stress about squaring up with Uncle Sam, there...
by Gretchen Behnke, MBA, CFP®, RLP®
In this article, we’re sharing five financial advisor red flags that may be an indication it’s time to move your business elsewhere. As your financial life gets more complicated, it’s only natural to seek advice from a trusted professional. Ideally, you’d like to...
