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Chris Cyndecki CFA, CFP®
Sep 21, 2017
Protect Yourself after the Equifax Hack
Unfortunately cyber security is an ongoing issue, and many companies entrusted with our data are being breached. The credit-rating...
Chris Cyndecki CFA, CFP®
Jul 19, 2017
Money Tips: International Edition
Summertime is in full-swing, and you’ve spent months thinking about your upcoming international trip. Did you remember to pack your...
Milad Taghehchian, CPA, CFP(R)
Feb 9, 2017
The New Parents’ Guide to Life Planning
Today's post will be by guest writer, Jackie Waters. Jackie lives on a three acre hobby farm in Oregon along with her family. She prides...
Milad Taghehchian, CPA, CFP(R)
Dec 13, 2016
End of the Year Financial Moves
The end of the year presents a great opportunity to review several financial areas that could add a significant benefit to your financial...
Chris Cyndecki CFA, CFP®
Nov 14, 2016
Elections and Financial Markets
The Elections Are Over... Now What? Presidential election years and the following first year of a presidency present a lot of questions....
Chris Cyndecki CFA, CFP®
Jul 15, 2016
Bankruptcy Protection - Retirement Accounts
Filing for bankruptcy can be a frightening and stressful experience. If you are feeling overwhelmed with debt and are contemplating...
Chris Cyndecki CFA, CFP®
Jun 10, 2016
Investment Fees (Part 2)
In the second part of this blog series, we'll take a look at a few of the implicit costs of investing. These costs are not easily...
Chris Cyndecki CFA, CFP®
Apr 9, 2016
Investment Fees (Part 1)
Fees are one of the few things investors have direct control over in the hectic investment universe. Fees can have a significant impact...
Chris Cyndecki CFA, CFP®
Oct 20, 2015
The Case Against Cars
A car is one of the most significant purchases a person will make. In terms of wealth creation, it is also arguably one of the worst...
Chris Cyndecki CFA, CFP®
Sep 29, 2015
Employee Stock Purchase Plans
Many companies offer a benefit called an Employee Stock Purchase Plan (ESPP), which allows employees to purchase their employer's stock...
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