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Financial Lessons From Our Fathers

 

Bruce Helmer talks about lessons he learned from his own dad and the money lessons he’s tried to teach his children on this Father’s Day weekend episode of...

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Pros and Cons of Buying or Renting in Retirement

 

There comes a time in the lives of many retirees when it makes sense to sell the family home and downsize to a more appropriately-sized residence. This...

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It's Time to Embrace Rational Investing

The great debate in investment circles for the last several years has been whether active or passive investing is a better strategy. Generally, investors are...

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Funding a 529 Plan as a Retirement Tax Strategy

 

When we sit down to create a comprehensive financial plan for our clients, we often hear the desire to help support children and grandchildren. And there are...

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College Financing Options Before and After Graduation

With the school year wrapping up, it’s already time to start thinking about next year for students. Bruce and Peg discuss strategies for helping kids pay for...

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Your Summer Financial Checklist

The weather is warming up and our minds are thinking of long summer days and warm summer nights. In our opinions, there are few things sweeter than those...

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"Your Money" Radio Show

Celebrating 20 years on the air, “Your Money” offers timely financial advice in a friendly, jargon-free format. Learn More

Financial Lessons From Our Fathers

 

Bruce Helmer talks about lessons he learned from his own dad and the money lessons he’s tried to teach his children on this Father’s Day weekend episode of...

Read and Listen
College Financing Options Before and After Graduation

With the school year wrapping up, it’s already time to start thinking about next year for students. Bruce and Peg discuss strategies for helping kids pay for...

Read and Listen
Summer Financial Planning To-Do List

With Memorial Day weekend being the unofficial start to summer, we thought now would be a good time to look at creating a financial plan for your summer to do...

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Tips to Help You Retire a Millionaire

 

It’s national Be a Millionaire Day so Bruce and Peg talk about some strategies that can help you retire as a millionaire.

Questions discussed include: 

  • If...
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