When it comes to financial planning, many people’s “plan” is “pay my bills, buy things I want, try to save some.” This isn’t a financial plan, and if you aim at nothing, you’ll hit it every time. Can people achieve financial success without a specific...

Today we start a series called “5 Financial Mistakes You’re Making Now” where we tackle the actions people take that will hurt their finances the most. Mistake #1: Not Paying Yourself FirstIs saving money the first thing you do with a paycheck or the...

What we love to do is help people and helping them get on the fast track to financial freedom. One of the ways we do that is by simplifying financial concepts. In the world of wealth management, there’s a lot to understand. Some people get intimidated...

Feeling too much shame about the state of your finances to ask someone for help? Financial advisor Mike Wegener talks about why moving beyond what's happened in the past is critical to take control of your future.

You might be wondering how a financial advisor can help you. Is it help with budgeting, investments, or retirement planning? The answer is "All of the above and more."