by Kyle Wetters, CFP® | Mar 3, 2026 | Insights
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. At...
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by Kyle Wetters, CFP® | Mar 3, 2026 | Insights
The average American owes $59,580 in debt. Of that $59,580, $41,830 is from mortgage debt, $5,640 is from student loans, and $5,470 is from auto loans. Little wonder that money worries can be a major cause of stress.1 The Link Between Stress and Health Humans have an...
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by Kyle Wetters, CFP® | Feb 4, 2026 | Insights
Former Senator Max Baucus once remarked that “tax complexity itself is a kind of tax.” This observation rings particularly true in 2026, as substantial changes to tax policy present fresh opportunities for tax and financial planning. These modifications...
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by Kyle Wetters, CFP® | Dec 1, 2025 | Insights
For many retirees, charitable giving is about more than generosity – it’s also a way to align financial strategy with personal values. Qualified Charitable Distributions (QCDs) offer a powerful tool to accomplish both: supporting your favorite causes while...
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by Kyle Wetters, CFP® | Nov 12, 2025 | Insights
As the final weeks of 2025 tick by, many of us are already thinking about holiday celebrations, family gatherings, and New Year’s resolutions. But for those who want to take control of their finances, and for those high-earning professionals looking to optimize wealth...
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