Financial Planning Services

Helping Your Child Avoid Student Loans For parents, one of the biggest concerns is how to help a child pursue higher education without being burdened by debt. With the rising cost of tuition, student loans often feel inevitable, but...

Helping Your Child Avoid Student Loans

Another great evening at Parkview Field cheering on the TinCaps earlier this week! Even though the TinCaps didn't come away with a win, we still consider the evening a success.

After a weather delay that ended up bringing no rain at all, we enjoyed a fun night at the ballpark with our clients and their guests. These events are a great reminder that some of the most valuable moments happen away from the office—simply spending time together, sharing conversations, and strengthening relationships.

Thank you to everyone who joined us and helped make it such an enjoyable evening. We truly appreciate the opportunity to connect with our clients and are already looking forward to the next event.

Win or lose, time well spent with great people is always a victory.

True financial freedom isn’t about predicting the future; it’s about being ready for it. Markets shift, healthcare costs rise, and life keeps happening. The most confident retirees are those whose plans can flex with change.

Planning for the Unexpected in Retirement (Part 4 of 4)

Keep Saving Even in Retirement: The Habit That Never Gets Old Most people see retirement as the finish line. But financially speaking, it’s more like halftime. You’ve built your nest egg; now the goal is to make it last.Even after you...

Planning for the Unexpected in Retirement (Part 3 of 4)

May 2026 Overall Themes 1. U.S. Economy Remains Resilient The U.S. economy continued to show strength in May despite ongoing inflation concerns and geopolitical uncertainty. Consumer spending remained healthy, corporate earnings were...

May 2026 Market Recap

What a night at Parkview Field! The Financial Planning Services team had an incredible time cheering on the Fort Wayne TinCaps alongside some of our amazing clients and their guests earlier this week— and the win made it even better! There's nothing quite like good company, great baseball, and a W to cap off the evening.

A huge thank you to everyone who joined us — we are so grateful for the relationships we have built with each of you. Nights like this remind us why we love what we do!

Want to join us at a future game and bring someone special along? Ask us how — we would love to see you and a guest in the stands!

Don’t Let a Down Market Sink Your Ship: Spending Wisely When Times Get RoughThe market doesn’t care that you’re retired. When downturns hit, withdrawing large amounts from your investments can have long-term consequences, even if it...

Planning for the Unexpected in Retirement (Part 2 of 4)

The Rainy Day Never Retires: Why Every Season Needs a Safety Net Retirement is often called “the golden years,” but even golden years can bring gray skies. Whether it’s a home repair, medical bill, or family emergency, life still...

Planning for the Unexpected in Retirement (Part 1 of 4)

When it comes to who decides to work with investment advisors or wealth managers, there are three groups of investors: Group 1 enjoys the investing process and has the time and ability to manage their own investments. Group 2 may have...

Who Uses an Investment Advisor

April 2026 Market Recap

April 2026 Market Recap