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Table showing different risks that good financial planners plan for

Table showing different risks that good financial planners plan for

"Risk" Is Not One-Dimensional: Rethinking How We Invest for a Lifetime

Doug Oosterhart, CFP®

Nov 264 min read

Cover photo for 10 Smart Questions About Financial Planning in Retirement

Cover photo for 10 Smart Questions About Financial Planning in Retirement

10 Smart Questions About Financial Planning in Retirement

Doug Oosterhart, CFP®

Jul 83 min read

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Doug Oosterhart, CFP®

Jan 215 min read

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

What is Tax Planning? Here Are the Top 4 Ways We Help Clients Manage Taxes

Doug Oosterhart, CFP®

Nov 26, 20244 min read

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