March 6, 2024
Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, share some analogies to consider when managing personal finances. Analogies to Simplify the Complex Transcript Mike: Hey, everyone. Welcome to our […]
Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, share some analogies to consider when managing personal finances. Analogies to Simplify the Complex Transcript Mike: Hey, everyone. Welcome to our […]
Let’s be honest – managing your personal finances can be complicated, especially when you go beyond the numbers and add the emotional complexity that comes with money. Unlike human survival […]
Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, discuss retirement planning and walk through a retirement checklist in this Technical Tuesdays video. Retirement Planning Checklist Transcript Mike: Hey, […]
Myennohweh McCurrie, CPF®, and Mike Zarrelli, CFP®, EA, chat through the cost of having kids and share some tips on how to handle those extra expenses. The Costs of Raising […]
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, EA, share tips and tricks on how they use their credit cards to their best advantage. How Do Financial Advisors Use Credit […]
FSA has partnered with Margo Steinlage, President of Steinlage Insurance Agency, to help with understanding Medicare and how to create a healthcare package that works for you. FSA’s current […]
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, EA, discuss the financial and emotional reasons to consider when deciding whether to pay off your mortgage early. Should You Pay off […]
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, share their thoughts about when to prepare your own taxes and when to consider hiring a tax professional. Taxes: To Self-Prepare or […]
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, discuss managing finances for couples in this edition of Technical Tuesdays. Managing Finances for Married Couples Transcript Mike: Hey, everyone. Welcome to our […]