Feb 55 min5 Questions to Ask Yourself 5 Years Before Retirement Is retirement on your horizon in the next five to ten years? Ask yourself these five important questions to be sure you stay on track.
Jan 245 minThe Hidden Retirement Benefits of Health Savings AccountsDiscover the not-so-boring side of Health Savings Accounts in our latest episode of Coffee with Waymark.
Jan 225 minCreating a Shared Financial Vision: Having the Money Talk with Your PartnerThe 'money talk' isn't just about numbers, it's about aligning dreams. Find out how to create a shared financial vision with your partner.
Dec 11, 20235 minBeyond the Mortgage: Is Buying a Home Right for You?Homeownership might seem like the ultimate goal, but it comes with responsibilities that aren't financial alone.
Dec 4, 20234 minThe Emotional Side of Retirement: How to Face Your Fears and Find Fulfillment Afraid to retire even though you can afford to? Being financially prepared doesn’t mean it’s easy. Here’s how to overcom retirement fears.
Nov 15, 20237 minBrandon’s Journey to Becoming a CERTIFIED FINANCIAL PLANNER™ ProfessionalBrandon discusses his journey toward becoming a CFP® professional, outlining the work, the ethics, and the aha moments along the way.