by Chip Workman | Mar 4, 2020 | Investing & Markets, Personal Stories
My wife and I were traveling in Portugal & Spain last week on a trip we’ve spent nearly a year planning. I’m happy to report it was a phenomenal experience full of incredible sights, sounds and tastes. We met wonderful people wherever we went and arrived home...
by Jeannette Jones | Feb 12, 2020 | Investing & Markets, Personal Stories
My husband and I were recently in Raipur, India for our son’s wedding, followed by a few days visiting our daughter-in-law’s friends and family in Mumbai. The entire trip was an eye-opening experience and gave us an opportunity to see a country that makes up 12% of...
by Sarah Tenhundfeld | Jan 29, 2020 | Money Basics, Personal Stories
My husband and I bought our home nearly three years ago, and I still remember the first day we went to tour the house, we were ecstatic. My husband’s cousins lived next door at the time and told us that their neighbors were looking to sell and rather quickly. We later...
by Jeannette Jones | Jan 15, 2020 | Investing & Markets, Personal Stories
I grew up in my hometown surrounded by people who looked like me, with little variety in race or religion, and I met and fell in love with my husband at our church’s youth group where both our families attended. Next week my husband and I will fly to India for our...
by Jeannette Jones | Dec 18, 2019 | Personal Stories
Last Friday the 13th I turned 60 years old. I realize most women go to great lengths to hide their age in our youth-obsessed society, but if we continue to act as though getting older is something to be ashamed of, attitudes about aging will never change. So here I...
by Chip Workman | Dec 11, 2019 | Budgeting, Personal Stories, Smart Spending
Pets regularly come up in discussions with clients. They are part of our family and, as such, can impact the family budget as well as long-term goals. When conducting client Discovery meetings, we include questions about pets to help gauge what that potential impact...
