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Educate Your Heirs

Connie Brezik, Wealth Advisor, 2/20/2020

Wealth Advisor Connie Brezik looks at why one of the best

gifts you can leave your heirs is education about money in

general and your financial affairs specifically.

This commentary originally appeared February 2 on









Chess, Poker, Investing and Life

Doug Buchan, Wealth Advisor, 3/2/2020

In chess, all the right moves ultimately are knowable. In

poker (and investing and life), you can hold a great hand,

make all the correct choices, and still lose. Wealth Advisor

Doug Buchan looks at how this conundrum can affect the

way we make financial decisions.

This commentary originally appeared March 2 on







Lean into Life After Work

Jeff Johnson, Wealth Advisor, 3/2/2020

Wealth Advisor Jeff Johnson explores some tools to help

you develop or adapt intention, purpose, connection and

– importantly – community for every day and week of

your life in retirement.

This commentary originally appeared March 2 on