by Ralph Bender, MBA, CFP® | Business, Client Stories, Financial Plan, 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 the...
by Ralph Bender, MBA, CFP® | Business, Economic Commentary, Politics, Protecting Family Money
Black and white. No shades of grey allowed. Color? Don’t even think about it. Well, it’s ok to think about nuances, but be careful with whom you discuss them. So, I’m taking a chance here, because I see lots of subtlety in the world. In fact, I believe that most...
by Ralph Bender, MBA, CFP® | Business, Product Reviews, Videos
Stay home! Delivery services can take care of your shopping. Sure, they charge a fee, but keeping out of the stores, at least until we “flatten the curve,” It’s worth it. Sort of. Beth discovered grocery home delivery years ago. It was great! In the morning, they’d...
by Ralph Bender, MBA, CFP® | Business, Politics, Videos, Volatility
The enemy at home is more threatening than the enemy abroad. September 11th drove that point for most of us. Coronavirus is doing it again. When it was in China, it wasn’t our problem. Now it is our problem. The Chinese, Korean, and Italian experiences give us some...
by Rose Circo | Business, Running Money ®, Technology
We are thrilled to introduce a new dynamic scheduling tool, ScheduleOnce.com, as we prepare for our Spring season of Annual Client Review Meetings. Through a link we will provide via email, you see all available meeting dates and times, and select the time that works...
