By Kelley Muhsemann Marketing Manager We’re kicking off 2024 by celebrating Financial Wellness Month! Instead of providing you with various tips and tricks on how to set forth and achieve financial wellness – we’ve decided to look inward and reflect as fee-only financial advisors to answer the question: What does “Financial Wellness” mean to us?...Read More

The U.S. government instituted a new law called the Corporate Transparency Act (CTA) as part of the National Defense Authorization Act for Fiscal Year 2021. What is the Corporate Transparency Act? It’s game-changer for business accountability, and a landmark legislation that aims to curb money laundering, terrorism financing, and other forms of financial crimes by...Read More