A Helping Hand

Our financial planners share their thoughts about financial planning, the economy and the markets.

The Investment Song (to the tune of Chestnuts Roasting on an Open Fire)

Chestnuts roasting on an open fire, 2024 coming to a close, Stock prices continue to go higher But for how long no one knows; Inflation looks to be back under control Price increases slowing on what we buy The economy has continued to roll Another year just passed us by

Unexpected Early Retirement - A New Path Forward

Unexpected early retirement can be a transformative moment, often thrust upon individuals by circumstances beyond their control. While some dream of retiring early ...

Options for Short-Term Cash Holdings

Since the Federal Reserve cut the short-term interest rate target to near zero in the wake of the Great Financial Crisis, the interest rates banks pay on customer deposits has stayed very low...

Ways to Support Your Grandchildren Financially: A Guide for Grandparents

Being a grandparent brings many joys to your life. As a grandparent, you can provide love, impart wisdom, and potentially help financially. Beyond the five dollars I used...

Balancing Saving for Retirement Versus Enjoying Today

Most people assume that financial planners are mostly focused on helping their clients save for the future and, thus, stress the importance of delaying immediate gratification for a secure tomorrow...

Announcing My Retirement

After careful consideration and with mixed emotions, I have decided to retire from Moller Wealth Partners, effective July 31, 2024. Starting this business with my father ...

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