Avoiding Common Financial Pitfalls: How to Stay on Track Even When Life Throws Curveballs

By Brandon Willett of Monrovia, IN Life does not always go according to plan. Unexpected events can disrupt even the most carefully crafted financial strategies. From sudden medical expenses to job changes, market fluctuations, or family emergencies, these curveballs can create stress and lead to costly mistakes. The key to long-term financial success is not […]

Teaching Your Kids About Money: Simple Ways to Build Financial Confidence Early

By Brandon Willett of Monrovia, IN One of the most important lessons you can give your children is the ability to manage money wisely. Financial skills are not something that magically appear when a person becomes an adult. They are learned through experience, guidance, and consistent practice. By teaching kids about money early, parents can […]

Turning Goals Into Game Plans: How to Build a Financial Strategy That Actually Works

By Brandon Willett of Monrovia, IN One of the most common things I hear as a financial planner is, “I know what I want for the future, but I don’t know how to get there.” People often have goals—retiring comfortably, paying for their children’s education, buying a home, or simply feeling less stressed about money—but […]