Financial Planning Tips for the New Year

The end of the year is a great time to reflect. While this holiday season may be different, with more Zoom calls and less in-person gathering, many traditions will continue to be honored, and perhaps new traditions will be established. With time off around the...

Maximizing Time By Building Relationships

[Estimated Reading Time: 22 Minutes] Molly Balunek, Co-Founder of Endeavor Wealth Advisors, joins Lisa Crilley Mallis on the 25th Hour Podcast. Molly has over 25 years of financial planning experience and serves on many boards, committees and associations. Lisa...

Considering a Financial Advisor? Read This.

Are you considering hiring a financial advisor or planner? Here are some practical tips as you begin to create a relationship with a financial advisor. Practical questions to ask before hiring a financial advisor It’s important to ask questions while seeking to...

Why Keeping Beneficiaries Updated Matters

The term “beneficiary” crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiary designations are incredibly important. Let’s break...