Positive Vibes

by Kevin Janiec CFP®, MBA Team Vibes: Summertime fun Whether you travel somewhere exciting or make your own fun at home, July is a great month to spend quality time with friends and family…So our team did exactly that! Must See Vibes Golden Girl: Relive the moment that Lydia Jacoby wins gold as her friends and family […]
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Positive Vibes

by Kevin Janiec CFP®, MBA COMMUNITY DAY OUR NEW NEIGHBOR This month, a fantastic neighbor moved into the upstairs suite of our building at 940 E Boot Rd.  That neighbor is the non-profit organization, “A Path to Hope.”  A Path to Hope helps local families learn about and gain access to the appropriate mental health […]
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How much do I need to retire?

Your retirement income strategy is most likely too complex and nuanced to rely on a rule of thumb. But if you’d like a short cut to get a general idea of where you stand, click the link to watch a brief video where Owen breaks down the math on sustainable retirement income. Investment Advice offered […]
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