Financial Education Articles
This is a question we often hear people ask – is now a good time to invest? Sometimes it is asked after the market has …
There is a lot of talk about inflation these days. Indeed, there are many economists and policymakers who are on national TV or writing articles …
Many investors are focused on the “when”, “where”, and “how much” questions when it comes to retirement. Much of financial planning is focused on these …
Video Insights & Webinars
Conrad Siegel’s Brooke Petersen, CFP®, ChFC® shares a brief overview of the tax proposals the Biden Administration had on the table as of late May …
Conrad Siegel’s Tracy Burke, CFP®, ChFC® and Catherine Azeles, CFP®, RICP® share an overview of what’s happening in the investment world. This short video reviews …
Conrad Siegel’s Thomas Terhaar, CFP®, ChFC® dives into the topic of estate planning and what it means for you. Make sure you’re checking all of …
News & Media
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Financial Tools
Personal Roadmap
Our Personal Roadmap provides a central location that allows you (or other family members) to keep track of your overall financial situation. Here you can house information about accounts you own, where they are held, different insurance policies, estate planning documents, etc.
Budgeting Resources
Whether for your own use or to pass along to the next generation, we have several resources to help track expenses or for budgeting purposes. Having a good sense of how you are spending your money is an important component of a solid financial plan.
Digital Assets Worksheet
It can be important to keep track of your digital assets as well.
Am I on track?
Use this resource to answer the common question: “Am I on track with my finances?”