Will We Be Different?

By Julie Bradsher, CFP®       

Over the past few weeks, in groups and with one-on-one discussions with clients, friends and family a single question keeps being asked – when this is over, will we be different?  Or will we go back to the way we were before?

Passionate Giving

By Lisa Toews-Daugherty

Passionate Giving

Financial Aid? Hmmmmmm

By Lisa Toews-Daugherty

Financial Aid? Hmmmmm

What Will You Leave Behind?

By Julie Bradsher, CFP


“An inheritance is what you leave with people.  A legacy is what you leave in them.”  Craig D. Lounsbrough, author.


Annual Income = $0 Redux

Written by Lisa Toews-Daugherty

Emergency Room - Here we come!

Written by Lisa Toews-Daugherty

Last weekend, our youngest daughter cut off the tip of her pinky finger while slicing cucumbers with a mandolin.  She’s 12, loves to cook, and I was teaching her how to use this new piece of kitchen equipment.  Not well, as it turned out.  We couldn’t get the bleeding to stop, so we headed to urgent care.

Volatility - Good or Bad?

By:  Julie Bradsher, CFP


Spending Vs. Saving

As you might imagine, many of our clients are great savers. They know how to budget. They know how to "pay themselves first." They have their priorities in the right order. However…

Money: When it feels like there’s never enough

Written by: Lisa Toews-Daugherty

Our relationship with money starts young, with the lessons and examples of our parents.   Then our culture continues to shape money’s impact on our lives, blasting us with messages that more is better and we must get our share of it or else someone else will. We are afraid that we won’t have enough. And worse, we mistakenly believe that we can never have enough money.  We have forgotten that money is just something that we created to facilitate the exchange of goods and services. Now it’s money we seek to produce and serve. And, like so much else in our lives, it seems to be in scarce supply.  But we do have a choice. We can recognize that we already do have enough.

Philanthropy – Method 11

Written by: Lisa Toews-Daugherty

Are you thinking that philanthropy isn’t for you? That it’s a self-righteous thing that the rich and powerful do to make themselves look good or avoid taxes? That’s it’s another word for fund-raising? I confess to thinking that way too for a long time. But no more.

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