Dear Esteemed Clients and Friends, We hope this letter finds you well and experiencing the financial peace of mind you deserve. On Friday, November 4th, CWM celebrated our second year in business. We want to…
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Gail’s Scoop: BE HEALTHY, SAVE MONEY, and HAVE FUN
Busy parents need all the help they can get. If you’re struggling to sift through the bombardment of information, Gail’s Scoop is for you. Get all the information you need to BE HEALTHY, SAVE MONEY, and…
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7 Disturbing Life Insurance Facts
Do you currently have a life insurance policy? As a fee-only planner, I don’t sell insurance. However, I have met very few people who don’t need a policy. As we begin Life Insurance Awareness month,…
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What’s the DEAL with Trader Joe’s?
My wife and I have been shopping almost exclusively at Trader Joe’s since they opened2 locations in Kansas City. If you read my blog often, you know that we are deal seekers. However, we’ve also…
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Top 3 Financial Pitfalls
I started my firm because I wanted to spend my days making and saving money for other people. I believe that those two aspects of financial planning are the key to what I do. For…
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