Your First Meeting with a Financial Advisor and Why You Don’t Have to Clean Your House to Hire a House Cleaner!
As the marketing director for both BerganKDV and Lifewise, my professional life stays pretty busy. And, as a mom to a one and a two year old, my personal life...Read more
When it comes to young professionals, there is usually one way to describe their lives—busy. Which is why finding efficient ways to improve how young professionals manage their finances is...Read more
According to a 2014 Charles Schwab survey, the average American spends more time planning their next vacation and researching their next auto purchase than they do managing their personal finances....Read more
One fun side effect of having a team that skews on the younger side is the fact that there has been a serious baby boom in recent years here at...Read more
Politics aside many young professionals across America are wondering how a Trump presidency will impact their everyday lives, especially when it comes to their finances and more specifically their taxes....Read more