Sep 15, 20228 minPreparing for Parenthood So Any Surprises Are the Good Kind of Surprises (Mid-3Q22 Newsletter)September 15, 2022 Parent Trap: a financial guide for new parents Jon Strauss, CFP® I always thought it was special that I share a...
Aug 8, 20225 minGive A House to the HouseAugust 3, 2022 Christopher Weil & Company, Inc.'s Associate Advisor, Vianca Tabuena, contributed an article to the Ronald McDonald House...
Jun 15, 20216 minThe Naming Game (Mid-2Q21 Quarterly Newsletter)June 15, 2021 Robert Gaan, CFP® I recently received a phone call from a long-time client. She told me she had a check for $350,000 that...
Apr 16, 20219 minWhy it makes good sense to keep growing wealth (2Q21 Quarterly Newsletter)April 15, 2021 Latin – once a mandatory language for the educated classes, at least in the Western world – has long since fallen out of...