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Blog

Two men sitting at a table and having a conversation
Kelly Trageser | Apr 25, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Doctor visit.
Kelly Trageser | Apr 18, 2022

Health Insurance 101

Insurance
Lifestyle

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a

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Elderly woman doing yoga in a park
Kelly Trageser | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Parents holding their child's hands. The child is jumping
Kelly Trageser | Apr 4, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Kelly Trageser | Mar 28, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Two people having a picnic by a lake
Kelly Trageser | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Skyline
Kelly Trageser | Mar 14, 2022

Renter's Insurance

Insurance
Real Estate
Property

There were 43 million renters in the U.S. in 2017, the highest number of renters in the last 50 years.  Yet according to the Insurance Information Institute

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Hands holding a small wrapped present
Kelly Trageser | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Tutor style house.
Kelly Trageser | Feb 28, 2022

Real Estate Investing for the Beginner

Real Estate
Property
Investments

Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest

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Kelly Trageser | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Kelly Trageser | Feb 14, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Door of brick house.
Kelly Trageser | Feb 7, 2022

Investing in Single Family Homes

Real Estate
Property
Investments

When looking for an investment, many people are turning to real estate. There are a variety of ways to invest in real estate, though one of the most popular

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