by Liz McGeachy, Communications Director | Nov 21, 2019 | Uncategorized
Traditionally, financial advisors who create personal financial plans for their clients tend to focus mostly on the numbers in their clients’ lives – their asset levels, their cash flow, their savings plans, their net worth. This data-driven approach can be used to project their likelihood of “success” in retirement.
by Chicory Wealth Team | Aug 14, 2019 | Uncategorized
Financial Advisor Jacob Newcomer wonders whether an unlikely joint venture can bring peace.
by Chicory Wealth Team | Jul 17, 2019 | Uncategorized
Investment Specialist Daniel McNabb takes a look at the second quarter.
by Liz McGeachy, Communications Director | Jun 20, 2019 | Uncategorized
Because Chicory Wealth is a fee-only practice, our clients pay a flat fee for financial planning services and a separate percentage fee for managing the clients’ assets. We are never paid by commission for selling other products, meaning no conflicts of interest. Simple.
by Maggie Kulyk, CEO and Founder | Apr 24, 2019 | Uncategorized
The Chicory Wealth team recently went through the process of articulating our values — a great exercise!
by Liz McGeachy, Communications Director | Mar 24, 2019 | Uncategorized
Many of you reading this likely know that our focus at Chicory Wealth extends beyond just nuts-and-bolts money management. While this is important, we see our role in a wider lens too: helping create balanced lives, socially just communities, and a healthy planet. We...
by Chicory Wealth Team | Feb 27, 2019 | Uncategorized
There are tools that can help you be proactive for yourself and your loved ones.
by Chicory Wealth Team | Jan 23, 2019 | Uncategorized
This time last year, we were in the middle of a leap-of-faith. Today we’re moving forward with some exciting new features.
by Chicory Wealth Team | Jan 1, 2019 | Uncategorized
It’s the beginning of a new year, so of course we’re seeing lots of articles advising the best ways to start the year off right. Financial firms will likely be advising you to set financial goals, develop concrete steps for reaching those goals, pay off your debt, use...
by Liz McGeachy, Communications Director | Dec 18, 2018 | Uncategorized
The most successful Maggie’s Giving Group event yet (complete with video) — and greetings of the season from Chicory Wealth!
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