Personal Stories & Updates

Wealth Management Financial Advisors in Chicago on How to Avoid Online Scams

How to Protect Yourself from Online Scams [Video]

In this video, we share practical steps you can take to protect your information, and your finances, from online scams

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Financial Advisors on Wealth Management and how to use a 529 college savings plan

How to Use a 529 College Savings Plan [Video]

In this video, learn about how to use a 529 college savings plans with all the tax benefits and the flexibility available.

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Financial Advisors in Wealth Management in Chicago Illinois Meet the CEO Michelle Smalenberger

Meet the CEO: Michelle’s Story [Video]

In this video, meet our CEO Michelle Smalenberger. Learn about her journey from accounting paperwork to starting her own company!

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Financial Advisors on wealth management and financial and emotional transitions

Podcast Episode 32: Transitions with Emotional and Financial Contexts with Stephanie Geisler

In this episode, Stephanie Geisler, LPC, talks with us about how different life events and transitions will shape our emotions and finances.

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Michelle Smalenberger and Shelly Nizysnki Reese on Becoming a not for profit

Podcast Episode 31: From Passion to Action: Becoming a Not-For-Profit with Shelley Nizynski Reese

In this episode Shelley Nizynski Reese, founder of A Better Life for Kids, shares her story of becoming a not-for-profit

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Financial Advisors for High Net Worth Investors on Smart Holiday Shopping

Podcast Episode 30: Smart Holiday Shopping

In this episode, we discuss holiday shopping for for kids or adults, creating family traditions, finding bargains, and giving experiences.

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