Client Articles
January 26, 2026
Funded Contentment: The True Definition of Wealth After Retirement
True wealth in retirement isn't about reaching a number, but about building a financial life that funds your values, priorities, and peace of mind. …
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December 04, 2023
Divorce: 5 Key Financial Considerations
Written by Laurie Ingwersen, CFP®, CRPC®, CDFA™, CEPA®, CBC Everyone reading this has either experienced a divorced, or knows someone who has, and …
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August 28, 2023
5 Steps to Protect Yourself after a Data Breach
Written by Victoria Bogner, CFP®, CFA®, AIF® Unless you live in a remote cabin in the wild woods of Montana, it’s nearly impossible to prevent your …
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August 14, 2023
Navigating the Maze of Financial Decisions: The Fascinating World of Behavioral Finance
Written by Victoria Bogner, CFP®, CFA®, AIF® When it comes to financial planning, understanding the human psyche is as crucial as grasping complex …
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August 07, 2023
Safeguard Your Credit for Free: Unleashing the Power of Credit Freezing and Fraud Alerts
Written by Victoria Bogner, CFP®, CFA®, AIF® Protecting your credit has never been more important in today's rapidly evolving digital landscape. The …
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