Blog

Our fourth annual shoebox-packing party was another tremendous success. At our Invest in You gathering Dec. 11, we wrapped and packed 110 shoeboxes and gathered a dozen gift cards for… Read Article

The Invest in You “Art, Bark & Meow” event on Oct. 29, 2024, was a purr-fectly enjoyable evening, thanks to the group of wonderful women who joined us. Our guests… Read Article

Big News!!! On June 24th, 2024 my wife and I welcomed our beautiful twin girls, Blake and Ainsley, into this world. Mom and babies are all healthy and doing well… Read Article

AM790 WAEB hosts 15th annual radio-thon : Thursday, 9/5/2024 - Wednesday, 9/11/2024 Folds of Honor provides scholarships to fallen and disabled first responder and service members’ families. Donate via credit… Read Article

Happy Spring! Luke’s first T-Ball practice & Logan looking too cool for school! Decisions, Decisions Every day we are faced with hundreds of decisions. Most of them are pretty minor.… Read Article

We're so honored to support our dear friend, Elaine Zelker, and her efforts to raise funds for the Leukemia Lymphoma Society during the Visionaries of the Year campaign for 2024.… Read Article

Has My Advisor Led Me Astray? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A sessions filled… Read Article

How Do I Know You're REALLY A Fiduciary? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A… Read Article

I Have Anxiety Over Managing Our Finances Alone... Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode of More than Money! Learn from financial Q&A… Read Article

From our More than Money family to yours, we wish you the Merriest Christmas season and a healthy, happy, prosperous New Year. You may be a client we serve in… Read Article