Financial Planning

Uncover New 401(k) Opportunities

By Todd Perry, CFP, CIMA, CPWA / July 7, 2021

Open a 401(k) account, save pre-tax dollars into the plan, set on autopilot. These are the simple steps we usually encounter when working with investors […]

The K Bella Story: with Kristan Sayers

By EWM / June 18, 2021

Kristan Sayers shares her inspiring story of starting out as a hair assistant to owning and operating one of the most successful hair and beauty spas in the area. Her personal gratitude flows over in generosity to her staff and community.

Compassion: with Broadcast Journalist Tom Jordan

By EWM / June 14, 2021

Ken and Tom discuss what compassion really means and how to truly be a compassionate person.

People conversing at a table

Is a Financial Planner Worth the Expense?

By Todd Perry, CFP, CIMA, CPWA / June 14, 2021

It seems everywhere we look today, there is cost; mortgage payment, grocery bill (diapers, again?), car expenses, the streaming subscription and the list goes on. With more time being spent at home, we cannot forget the sticker shock that comes with any kind of home improvement project today! Which leads to the question of, “where can I cut costs” when reviewing your overall financial picture.

The Federal Reserve Recognizes Children

By EWM / June 8, 2021

Past performance is no guarantee of future results.  Trend signals are proprietary research of Fortunatus Investments, LLC, a Registered Investment Advisor with the Securities and […]

Saving and Enhancing Lives in the Community

By EWM / June 6, 2021

Discover how lives are literally being saved and enriched by two amazing organizations, Work Skills and Fund-a-Life.