Michael Nisbet, CFP®
Financial Planner
John Dunn, CFP®
Financial Planner
Recent Posts
Tip of the AI Iceberg
Mar 26, 2024
You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....
Read moreWhen a wealth plan is fluid
Mar 21, 2024
Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....
Read morePlanning for market volatility
Mar 21, 2024
Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....
Read moreLeave a Note
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