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Archive for June 2017

Friday’s Financial Update 6-30-2017

Financial Friday

MICHELLE SMALENBERGER, CFP® You have likely given more thought to your summer vacation plans this week than to the performance of the financial markets.  That’s because this week has been relatively quiet.   That means the market has left it to our 4th of July celebrations to provide the fireworks instead of any market headlines! Investors…

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Life Insurance Video Series

Type of Insurance

MICHELLE SMALENBERGER, CFP® I’d like to talk about one area of financial planning that seems to be misunderstood. Or maybe there’s just a lack of knowledge about this topic, and that’s insurance. When you’re considering getting any type of insurance, you the insured are looking to transfer the risk to someone else. So really what’s…

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