Updates

How to make yourself recession-proof  August 16, 2022 by Jonathan Harrison, CFP®

Are we in a recession? It turns out this question is so controversial that Wikipedia recently had to turn off edits to its “Recession” page. People were getting into arguments arou…

5 reasons to consider a Roth conversion  June 20, 2022 by Jonathan Harrison, CFP®

In March, Matt wrote about 10 smart financial moves to make during uncertain times. One of those savvy strategies? Consider a Roth conversion. Why? In several circumstances, Roth IRA conversions can …

Three ways our simplified fee structure works for you  May 24, 2022 by Matt Syverson, CFP®

You’ve probably heard us talk about our simplified fee structure before, but you may not realize that it makes us unique among financial planning businesses. We are a flat fee-only firm. …

Would a recession right now be that bad?  May 5, 2022 by Jonathan Harrison, CFP®

I remember the first time I saw a forest intentionally set on fire. Forest fires were one of the scariest ideas to a child living deep in the woods of northern Michigan. Growing up, we had over 4…

A safe way to earn 10X more interest than your bank  May 1, 2022 by Derek Hensley, CFP®

Do you have cash that you don’t want to invest in the market but you also don’t want inflation to just eat away? Where do you go in today’s low interest environment with online banks offerin…