by Jeannette Jones | Jan 5, 2022 | Effective Decision Making, Personal Stories
‘My siblings and I are concerned that our parents are being overwhelmed by charitable donation requests. They’re losing track of the groups they give to and how much they’ve already contributed, and it’s starting to impact their finances.’ ‘Mom took over managing her...
by Michael Raidt | Dec 29, 2021 | Financial Planning, Personal Stories
As we near the end of 2021 I’d like to start by wishing all our readers a very Happy New Year. It’s my hope you’ll find success in your resolutions, and that 2022 is good to you and your families. Around this time last year, I put together a Financial Advisor’s...
by Michael Raidt | Nov 24, 2021 | Advisors, Personal Stories
I recently read this article by Morgan Housel and this passage stuck with me. In his book on the final days of World War II, Stephen Ambrose writes about a wounded American soldier who’s carried back to the medic tent. He knows he’s going home – his war is over....
by Chip Workman | Oct 13, 2021 | Personal Stories, Smart Spending
As I walked up to the house, I noticed a box on the front porch. Not exactly an earthshattering event in our current world. Packages of all shapes and sizes arrive at the house seemingly every day, but this particular green box was one I hadn’t seen in a while. They...
by Jeannette Jones | Sep 22, 2021 | Financial Planning, Personal Stories
About six weeks after we returned from India for the wedding of our son and his wife in early February 2020, Ohio shut down businesses and schools to slow the spread of Covid, and our planned wedding reception for all our friends and family in the U.S. had to be...
by Chip Workman | Aug 4, 2021 | College Planning, Personal Stories
As promised in this April post, I plan on using my oldest daughter’s college search process to share our family’s experience and what we’re seeing on the current college landscape. Here’s the latest. At the urging of my daughter who, like her father, enjoys goal...
