Recent Posts
Recent Posts
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- Investing
I love listening to my clients’ stories. One of my favorites is hearing about how a particular stock became part of their portfolio. Sometimes
- Jessie Doll, CFP®
- | 07.13.2021
- Musings
I would like to believe our clients love to work with us solely because of our sparkling personalities and brilliant financial planning insights. Some
- Mitch Falter, AIF®, CFP®
- | 07.13.2021
- Family Finance
It’s that time of year—school is winding down and I start thinking about my list of summer projects. At the top of my list:
- Jessie Doll, CFP®
- | 07.13.2021
- Elder Care
My father is a man of exceedingly few words and simple needs. He has little use for modern conveniences: he doesn’t drive, own a
- Mitch Falter, AIF®, CFP®
- | 07.13.2021
- Retirement Planning
If I had to choose what I love the most about working with academics, it’s that they are discerning. They ask wonderful questions, and
- ReFrame Wealth
- | 07.30.2021
- Retirement Planning
When you are actively searching for a financial advisor, it can be challenging to know where to look and how to navigate the financial
- Tom Massie, CFP®
- | 08.26.2021
- Social Impact
Everyone at ReFrame Wealth is involved in philanthropy in one way or another—service to our communities is one of our core values. I was
- Mitch Falter, AIF®, CFP®
- | 09.20.2021
- Elder Care
Two out of 10 people in America will become caretakers for loved-ones, mostly in addition to their full-time jobs.1 With a fifth of adults preparing
- ReFrame Wealth
- | 09.30.2021
- Investing
In the past year, I started ordering fruits and vegetables from local farms, which provides my family with ultra-fresh foods and makes a lighter
- Jessie Doll, CFP®
- | 10.14.2021