Dec 14, 20222 minWhat Drives You?David Wiesner | President, Leap Systems Everyone is driven by something inside of them. For a runner, it could be to run faster or for a...
Sep 29, 20224 minWhat Is Person B, Really?David Duchene, CLU®, ChFC®, MBA | Eagle Strategies LLC Picture this: A young man contacts you who is an engineer in his late 30s making...
Jun 29, 20227 minCollege Planning: The Truth About the Financial Aid ProcessPeter Lampert, CPA, Tax Attorney, Financial Advisor | Lampert & Associates LLC The truth about how the financial aid process works and...
Mar 16, 20222 minFive Tax Conversations to Have with ClientsCraig Wright, MBA, CFP®, ChFC® | Strategic Financial Concepts, Inc. Taxes are a top subject people care about when it comes to their...
Dec 15, 20213 minWhat a Year for Leap!David Wiesner | President, Leap Systems As we prepare to say “farewell” to 2021, I’d like to take some time to reflect on this past year....