Listen To The Podcast “Plans are nothing; planning is everything.” - Dwight D. Eisenhower Big news in financial planning this week! Michael Kitces, industry thought leader and the …
How to Leverage AI Tools for Better Credit
As you journey towards financial wellness, you must work towards tackling debt and improving credit scores. This often involves making on-time payments, less spending, and more income. While using AI …
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Voyageurs National Park
Why Voyageurs? Many years ago, when Joe was in high school, his parents told him and his siblings, "When you all have families, let's get the whole big family together for a trip every few years!" …
Our Trip To Great Basin National Park
If you've never heard of Great Basin National Park or know nearly nothing about it, you aren't alone. This is one of the least visited parks in the USA. So imagine how much this unassuming national …
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How Estate Planning Software Revolutionizes Financial Advisor Services
Traditionally, estate planning has been a complex and sometimes intimidating process. For financial advisors, navigating the legal nuances and ensuring a client's wishes are met could be a …
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Jake and the Diamond Ring
This post, really short story, isn't about the 8.6 mile Wheeler Peak hike that made me feel everyone of my 53 years or the bad news we received at the end about the end of life turn Joe's dad took …
