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Blog

Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Veronique Shanks | Jun 13, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Veronique Shanks | Jun 6, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Close up portrait of child giving two thumbs up
Veronique Shanks | May 30, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Veronique Shanks | May 23, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Family sitting at a table together for a holiday dinner
Veronique Shanks | May 16, 2023

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Veronique Shanks | May 9, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Parent reading a book to their newborn child
Veronique Shanks | May 2, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Toddler standing at the bottom of a stone staircase
Veronique Shanks | Apr 25, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Veronique Shanks | Apr 26, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Woman in a suit holding a piece of paper. She is in an office setting.
Veronique Shanks | Mar 24, 2022

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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A folder with the word "TAXES" on it. There is various stationery scattered around the folder.
Veronique Shanks | Mar 24, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Students looking at a laptop
Panagapka Wealth Management | Sep 1, 2020

Should My Child Go Back to College This Fall?

Education
Finance
COVID-19
The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020.
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Contact Info

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. 

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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