Finances & Your Family

Power of Attorney

[Video] Is Your Power of Attorney Accessible?

July 5, 2017

MICHELLE SMALENBERGER, CFP® As it’s the summer and we’re all excited to go off to a vacation somewhere nice and lay on the beach, or be in the sunshine, I’m sure that many of us are probably forgetting to pack something that’s really important. Today we’re going to be talking about “packing” your POA, or…

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Teachable Moments

[Video] Having Teaching Moments With Your Kids About Money

May 23, 2017

STEPHEN SMALENBERGER, EA Having Teachable Moments With Your Kids About Money Earlier this year my wife and I were able to take our daughter to Disney world. And about that same time my mom pulled out my old bank. And it was through those lessons, through seeing Disney, through seeing mickey and her princesses that…

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Leader - Megaphone

Who has your attention?

April 21, 2017

Written by: Michelle Smalenberger, CFP ® Did you know someone is always watching you?  No I’m not talking about technology or the government, and the increasing awareness we have that so many things are connected.  I’m talking about an awareness that you are being watched by someone who either looks up to you, learns from…

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Should Financial Lives Be Private?

Should Financial Lives Be Private?

March 9, 2017

Written by: Michelle Smalenberger, CFP® There are a few topics in life that are so personal.  And we often don’t talk about them with others, out in public and especially with family.  These topics include politics, religion and money. Yet, what are we missing out on?  What lessons are we not able to teach and…

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