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by Ralph Bender, MBA, CFP® | Business, Retirement, Technology, Videos

What gets lost in the pile of junk mail and email we all receive? Did you know that some people read through all the junk? I haven’t got time for it. Sure, I scan the “preview” window to see if the first few words pique my interests, but rarely do I open the message....

Procrastination Poofs Your Money – Vlog

by Ralph Bender, MBA, CFP® | Client Stories, Motivation, Protecting Family Money, Retirement, Videos

The pile. It sits on Jake’s credenza containing all the documents and files that he’s promised Cynthia he’d review and be decisive. Sometimes being decisive isn’t in one’s best interests. We want time to ruminate on the ideas, or just be...

We know Small Business aka Nate builds a casita

by Ralph Bender, MBA, CFP® | Business, Client Stories, Self Employed, Videos

  “It’s perfect, Nate! I love it. Can we buy it, can we buy it, can we buy it?” Not the kind of outburst Nate wanted to hear while standing with the real estate agent. Sarah’s just stamped the seal of approval on the asking price. That’s why Nate usually handles...

Damien’s Hard Life

by Ralph Bender, MBA, CFP® | Client Stories, Credit Management, Motivation, Videos

  Damien comes from a troubled family. Issues cascade from one generation to the next, like a series of waterfalls, crashing on the rocks below, then raging through the rapids, until cascading over the next cliff. But Damien’s paddling hard against the current to...

Committed Relationship Take Work aka Nate and Sarah Get Married

by Ralph Bender, MBA, CFP® | Client Stories, Enduring Principles, Videos

Sarah and Nate have very different stories of their initial dates. It was a whirlwind romance for them, by any measure of romance. Married less than six months after their first date, which was only a few weeks after they first met. He was the unrefined, yet...
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