Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.
The ladies who attended the May 17 Invest in You yoga event likely weren’t expecting to nail a head stand during the class, but four of them went upside-down. For… Read Article
Free Resources for a Healthy Lifestyle A happy, rewarding life requires much more than money. At the top of the priority list is your health. Without it, you may struggle… Read Article
Our fourth annual shoebox-packing party was another tremendous success. At our Invest in You gathering Dec. 11, we wrapped and packed 110 shoeboxes and gathered a dozen gift cards for… Read Article
The Invest in You “Art, Bark & Meow” event on Oct. 29, 2024, was a purr-fectly enjoyable evening, thanks to the group of wonderful women who joined us. Our guests… Read Article
Big News!!! On June 24th, 2024 my wife and I welcomed our beautiful twin girls, Blake and Ainsley, into this world. Mom and babies are all healthy and doing well… Read Article
AM790 WAEB hosts 15th annual radio-thon : Thursday, 9/5/2024 - Wednesday, 9/11/2024 Folds of Honor provides scholarships to fallen and disabled first responder and service members’ families. Donate via credit… Read Article
Happy Spring! Luke’s first T-Ball practice & Logan looking too cool for school! Decisions, Decisions Every day we are faced with hundreds of decisions. Most of them are pretty minor.… Read Article
We're so honored to support our dear friend, Elaine Zelker, and her efforts to raise funds for the Leukemia Lymphoma Society during the Visionaries of the Year campaign for 2024.… Read Article
Has My Advisor Led Me Astray? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A sessions filled… Read Article
How Do I Know You're REALLY A Fiduciary? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A… Read Article