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PFA Ponderings

E7: New Year, New Financial Planning Resolutions

By PFA Ponderings, Podcast: Financial Discretion Advised

Executive Summary This week’s episode gets us ready for the long-awaited transition to 2021, as advisors Abrin Berkemeyer CFP® and Tyler Hafford go over New Year’s Resolutions to get your finances in order. Goodbye 2020 and Hello 2021!  Resolution #1 – Build a Budget  Abrin and Tyler dive into the importance of starting at the basics….

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2020 Year in Review

By PFA Ponderings

2020 Year in Review For at least six years now, Craig and I have been alternating the responsibility of writing up our “year in review.” Somehow, I drew the short straw, and got stuck with 2020. Just my luck. I get to review the year that everyone’s trying to blot…

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FinTech: A “Peek under our Hood”

By PFA Ponderings

If you’re not familiar with the term ‘FinTech’, you probably will be at some point soon.  Financial technology (that’s what FinTech means) has progressed massively since the year 2000, and will likely continue to grow exponentially in capability and scope.  Online banking, digital transactions, robo-advisors and cryptocurrencies are all significant…

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