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Wrenne Financial Planning is a registered investment adviser. The content of these articles/videos is intended for informational purposes only and is not intended to be investment advice. The views expressed in these articles/videos are subject to change based on market and other conditions. Some information has been obtained/provided from third party sources and is believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.

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According to an American Express survey, 91 Percent of Couples Find Reasons to Avoid Talking About Finances; only 43 Percent Discussed Money Before Marriage. We all know communication is key to a happy marriage –…
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Chances are you’ve heard of Target Date Retirement Funds (TDRF) by now – they have blown up in popularity and size over the last several years. According to Morningstar research, TDRF funds: Have more than…
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The most common type of term life insurance among physicians is level term. Often, it’s purchased and forgotten about. But is this the best strategy? In this post, we will compare several different strategies physicians…
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You see the signs all over the place… “We Accept 401k Rollovers”. Apparently people are taking banks and other financial institutions up on the offer to roll over their 401k into an IRA, otherwise they…
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Americans are financially stressed out. But very few are actually paying for financial help. Many of these people could benefit from hiring a quality fee-only financial planner. Think it’s not affordable? Think again. Basic financial…
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Many people in financial services are not looking out for your best interests. I wanted to share a real story from a client we work with to help show you what’s happening. This type of…
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January is a great time to plan ahead for the year. How are you going to make 2016 your best year ever? Here are a few personal finance ideas to help you start thinking of…
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For many physicians, one of the biggest financial milestones in life is buying a home. There is a feeling of accomplishment that comes with a successful home purchase, as well as a feeling of freedom…
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This is a guest post from Miranda Marquit, a financial journalist. She writes for a number of publications about subjects related to money. You can read more of her writing at PlantingMoneySeeds.com. When you have…
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Creating wealth is easier said than done. Save before you spend. Pay in cash. Spend less than you earn. Pay your debts asap. While these are all good points, marking them off your financial goals…
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While I was away on a business trip recently, I received notifications on my phone that someone was making in-app purchases of a “small pile of coins” fairly regularly. By the end of my trip,…
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