by Jama Grotelueschen, CFP® | Nov 25, 2025 | Insights
When markets swing wildly or headlines scream doom and gloom, it’s easy to feel anxious as an investor. Even seasoned professionals can be tempted to act on fear or excitement, making emotional investing decisions that can derail long-term progress. At Tenet Wealth...
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by Jama Grotelueschen, CFP® | Nov 12, 2025 | Insights
A Gift That Keeps Giving The holiday season is often a whirlwind of toy aisles, wrapping paper, and sugary treats. But amidst the hustle, some gifts can do more than spark a smile for a day — they can provoke a lifetime of learning. Imagine a child opening a gift box...
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by Jama Grotelueschen, CFP® | Oct 3, 2025 | Insights
Life rarely moves in a straight line. Careers evolve, families grow, goals shift—and each of these transitions can have a major impact on your finances. That’s why a financial plan shouldn’t be a static document. Instead, it should adapt alongside you. If you’ve...
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by Jama Grotelueschen, CFP® | Sep 9, 2025 | Insights
What does financial independence mean to you? For some, it’s retiring early to travel the world. For others, it’s the ability to cut back on work, spend more time with family, or pursue passion projects—without worrying about financial stress. At Tenet Wealth...
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by Jama Grotelueschen, CFP® | Aug 18, 2025 | Insights
For high-income individuals, building a secure retirement isn’t just about saving more—it’s about saving smarter. Traditional retirement accounts often come with income limits or contribution ceilings that restrict your ability to maximize tax-deferred or...
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