For this post I will share my decision making process where life meets money for the Roper family in summer 2023. My wife Laura and I are big believers in
Lately, I’ve had quite a few clients contact me with questions on the I-Bond. What exactly is an I-Bond and why is it gaining such popularity? The current
Back in our first blog post, “Reflections with Donald Rembert,” I learned about our decision to go fee-only back in 1983. I also learned that Charles Schwab &
I started to see and hear about GameStop in the news last week and I know some of you did too. I became intrigued with the brick and mortar store that sells
The CARES (Coronavirus Aid, Relief and Economic Security) Act was signed by President Trump to help provide financial stability and relief for individuals and
Our main focus as fiduciary advisors is understanding our clients' goals and providing objective advice to achieve these goals. We start with a focus on
I find it a good practice to keep track of my monthly expenses, from variable spending such as entertainment and travel to more fixed expenses like housing and
