Resources

Helmer Team

Filters


Content Types
Topics
Media appearances

Lessons in Affording College

Whether you have a school-aged student or have grandkids you are hoping to support, the spiraling costs of a college education can be overwhelming. We’re not going to sugar coat it. It’s bad, and costs are likely to get even worse. But financial planning is about making the impossible, possible. By applying some simple lessons, you can make affording school less daunting for you and the prospective student.
Aug 21, 2021
Media appearances

With Olympics in Mind, Go for Financial Gold

It’s hard to believe it has been five years since the last summer Olympics, and we’ve had an extra year to break out some of our best sports analogies. With that said, what do you have to do to achieve gold? The best bet, and we’ve asked all the experts, is to be Simone Biles. However, we recognize almost none of our readers are Simone Biles. But that doesn’t mean we can’t take some lessons from the different athletes who do compete at the highest level.
Jul 25, 2021
Media appearances

Five Things to Discuss With Your Financial Advisor

When we recommend working with a financial advisor, we don’t mean that you should pick one and call it a day. Working with your advisor means keeping lines of communication open, adapting as your goals and needs change, and proactively managing your financial relationship. Here are some topics you can use to keep the discussion going.
Jun 25, 2021
Media appearances

Financially Raising Adult Children

Recently, we discussed the struggles of the sandwich generation, folks who are taking care of their aging parents while still raising children. This time, we’d like to focus on adult children who are leaving the nest or otherwise need your help getting launched. Supporting your children financially is about more than giving them money. They will probably need some of that, but they also need your wisdom and encouragement.
May 29, 2021
Financial Planning

Q2 2021 Open Lines

Bruce and Peg tackle listener questions on new tax proposals, Reddit-fueled stock surges, and the rise of memecoins. Tune in for expert insights and practical financial guidance in a rapidly changing market.
May 1, 2021