Financial Planning Archives

By Jake Elm, CFP® , Financial Advisor

Gallup conducts a survey each year asking Americans their biggest financial concern: As you can see, starting in 2022, worries...

By Jake Elm, CFP® , Financial Advisor

Let’s revisit some investment account basics, shall we? The more conversations I have about investing, the more I realize the...

By Jake Elm, CFP® , Financial Advisor

I hope everyone had an awesome Thanksgiving weekend! Now that we’re back in the swing of things, here are a...

By Jake Elm, CFP® , Financial Advisor

Happy Thanksgiving week! I can’t help but get a little sentimental at the end of each year as Thanksgiving and...

By Jake Elm, CFP® , Financial Advisor

I can never tell what piece of financial news is going to go “viral” and become a cultural talking point,...

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Some of the best content can come from real-life questions and examples. Here’s...

By Jake Elm, CFP® , Financial Advisor

Despite attending what felt like 50 different Halloween parties the past few weeks, so much so that my boys filled...

By Jake Elm, CFP® , Financial Advisor

I came across this chart the other day that showed the value of equities held by people under 40 years...

By Jake Elm, CFP® , Financial Advisor

I’ve been known to enjoy watching a movie from time to time, and as such, I have a Letterboxd account....

By Jake Elm, CFP® , Financial Advisor

Today’s post is going to be a shorter one. In reference to good writing principles, French philosopher Blaise Pascal once...

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: The honest but often frustrating answer to the above question is, as with...

By Jake Elm, CFP® , Financial Advisor

A recent survey by Empower asked Americans when they think they should reach certain financial milestones. Based on the responses,...

Financial Planning