By Natalie Hayes Schmook, MBA, CFP, CVA
When I talk about the stock market, eyes sometimes quickly glaze over because investment professionals tend to use...
By Natalie Hayes Schmook, MBA, CFP, CVA
An interesting dilemma for younger ODS these days is whether to refinance their federal student loans into private...
As a financial advisor for ODs, retirement planning is one of the most important parts of planning that I work on with clients. There are five common mistakes I run into. Please avoid these errors; your 65-year-old self will thank you!