Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Hand holding a pen and typing in numbers into a calculator

Explore the benefits of a Health Savings Account

Oct 28, 2025 |RBC Wealth Management

HSAs are powerful tools to save for future health care expenses, and they come with a rare triple tax advantage.

Read more

Heather and Max OSU

Consider a 529 College Savings Plan

Oct 23, 2025 |Heather Krause

Learn about 529 College Savings Plans

Read more

holding hands

Estate Planning Basics

Oct 23, 2025 |Heather Krause, AIF®

Estate planning is an important part of your overall financial plan. Learn about some of these Estate Planning tools you should consider as part of your overall plan.

Read more

Heather Krause and Pat Thorpe

The new normal

Oct 23, 2025 |Heather Krause

Our own Heather Krause’s take on the ‘New Normal’

Read more

Family beach walk

Let’s talk about long term care in your financial plan

Oct 23, 2025 |Heather Krause

June is Alzheimer's & Brain Awareness Month. It’s time to start thinking about Long Term Care as part of your financial plan.

Read more

College Engineering Students in lab

With Back to School behind us, have you started to plan for your child’s college fund?

Oct 23, 2025 |Heather Krause

Funding a college education shouldn’t be a burden. Here’s how families can work together to meet their financial goals.

Read more

RSU image

Things to consider with your RSUs

Oct 23, 2025 |Heather Krause

Learn about ways to leverage company stock and avoiding its pitfalls.

Read more

women writing check for charitable giving

Charitable giving with a personal Donor-Advised Fund (DAF)

Oct 23, 2025 |Heather Krause

Now that you have educated the children, saved well for retirement, and otherwise achieved financial success, what is next? Charitable Giving with a personal Donor Advised Fund (DAF).

Read more

Heather Krause, right, with her two best friends

What does National Best Friends Day have to do with my Finances?

Oct 23, 2025 |Heather Krause

June 8th is National Best Friends Day. How can this relate to my finances? It comes down to balance with a long-term focus.

Read more