Personal & Family Finances

September 1, 2024

Is Your Financial Plan Driving Your Investment Plan?

By Bradley Miller Do you have clarity on how your investment plan fits into you overall financial plan and life plan? Over the years of serving […]
August 1, 2024

Margin of Safety

By Chris Daunhauer I shudder when I think of the many thousands of miles I rode with my parents in old cars and trucks that were […]
June 1, 2023

The Importance of Your Credit Score

By: Bradley Miller I can recall the day I turned 16 years old, and my dad strongly suggested (forced) me to get a job at our […]
May 1, 2023

Advice to a Young Man in Texas

By Chris Daunhauer I traveled west to Texas last month to spend some time with a friend that my wife and I have come to know […]
February 1, 2023

What to Consider After the Birth of a Child

By Bradley Miller Experiencing the birth of a child is one of the most exciting times in one’s life. You feel an overwhelming sense of love […]
September 1, 2022

Changing Employers? Some Financial Planning Thoughts to Consider

By Bradley Miller Over the past couple of years, we have seen substantial job turnover ever since COVID changed the entire job landscape globally. More employees […]
March 1, 2022

Making the Most of Your Kid’s Savings

By Tanner Doudna Parents often ask us what type of account is good for their child’s savings. Whether they’ve received birthday money, chore money, etc. we […]
November 1, 2021

Is a VA Mortgage Always Better For Borrowers Who Qualify For One?

By Chris Daunhauer A benefit of serving (or having served) in the US military is that such service usually qualifies a person to buy a home […]
September 1, 2021

Financial Perks of Being a Costco Member

By Tanner Doudna One way many people can save on groceries is by buying in bulk. When you are willing to commit to buying 40 individual […]
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