Aug 25, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® covers a very important question for those a year or two away from retirement, "What issues do I need to consider before retiring?"

As retirement is something many dream about and countdown the days to, many have not taken the time to think through how much will change...

Aug 11, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® walks through one section of the Financial Pillars of Success, Financial Organization, by answering the question, "what documents do I need to keep on file?"

Just last week this question came up while we started working with a new client and we felt it would be great to...