News and Commentary

Your 401(k) Is Not an Emergency Savings Account By Olga Ismail


Posted on August 12, 2021 by Olga Ismail

Relatable Finance Podcast Episode 82 – Planning for Paying For College


Posted on August 10, 2021 by Shane Phillips

Department of Labor Issues First-Ever Cyberthreat Guidance for Retirement Plan Fiduciaries By Sean Deviney, CFP®


Posted on July 06, 2021 by Sean Deviney

Relatable Finance Podcast Episode 78 – Cryptocurrency Growth


Posted on June 08, 2021 by Shane Phillips

Planning Through Life’s Many Transitions By Kathleen Marteney, CRPC®


Posted on June 02, 2021 by Kathleen Marteney

Relatable Finance Podcast 76 – All Things Cryptocurrency


Posted on May 11, 2021

Relatable Finance Podcast Episode 75 – Clean Energy


Posted on April 27, 2021 by Joseph Karl