It’s easy to look back in hindsight and say “Knowing what we know now…” but unfortunately, we can’t predict the future. And since we can’t, the next best thing is to learn from others’ experiences. Today we’ll share some situations where folks probably wish they’d made different decisions in their finances and how we can learn from it.

WHen you are building a house, you can't start by painting the walls first.  You have to build a strong foundation and build on that.  Finances are no different.  Leave the paint for last!

Interest Rates can  be interesting to study.  We trace how the Fed has affected them and how that affects you.

Craig and Jennifer discuss the differences between Roth Contributions and Roth Conversions

Losing a spouse suddenly is one of the most difficult things to deal with.  If your spouse passes without a will, the difficulty is compounded.  One of our clients shares her story.

Jennifer flies solo in today's episode where she discusses quotes from baseball great Yogi Berra and how they are applicable to  finance.

Craig and Jennifer discuss the things you think you know in finance, but you may not actually know.

New Year, New (Financial) You!  Join Craig and Jennifer as we jump into 2023!

Join Craig and Jennifer as they discuss how the newly passed Secure Act 2.0 may affect YOUR retirement.