March 1, 2026
By Tanner Doudna Over the past few months, I’ve done some personal “game planning”. This planning was more about time and priority management rather than financial […]
December 1, 2025
By Chris Daunhauer I’ve been learning more about “two-factor authentication” (2FA) and “multi-factor authentication” as more secure options for logging in to online banking. Until recently, […]
September 1, 2025
By Tanner Doudna In July of 2025, the OBBBA (One Big Beautiful Bill Act) was signed into law. There are many changes that impact the financial […]
June 1, 2025
By Chris Daunhauer I drove up into western South Carolina last month to get in a little hiking, to eat at the Beacon, and to spent […]
February 1, 2025
By: Chris Daunhauer As a family financial planner, I’m often asked for ideas on raising money-smart kids. It’s a great question, one every parent should ask. […]
September 1, 2024
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
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
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
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
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
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
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 […]