Don’t let unexpected medical bills, poor financial habits or lack of educational resources stop you from building your wealth in 2025. Read up on this month’s Beautifully Frugal where I break down 10 obstacles that could be holding you back from achieving your goals, with actionable steps to help you combat them!

If you have invested in Series I savings bonds, you might be wondering about the optimal time to cash them out to maximize your returns. Here are some key considerations and tips to help you make an informed decision.

Cheers to another year of understanding our money and working smarter not harder towards our goals! The start of a new year is the perfect time to pause, reflect, and evaluate our financial situations to see our progress or define what steps we want to take towards change. If you’re looking for new opportunities for growth in 2025, consider these six actionable steps to chart you on a path towards a prosperous future from my latest Beautifully Frugal blog.

Looking to begin your investing journey? Dive into Alex Miller’s latest Beautifully Frugal blog where she shares insight on her first $100,000 invested and lessons learned along the way.

Understanding Student Loans and Navigating Your Financial Future: Before taking out a loan, ensure you fully understand all its implications so you can achieve a successful education. Learn more in this month’s Beautifully Frugal.

In this month’s “Beautifully Frugal” blog, I’m excited to introduce you to one of our Wealth Advisors, Konrad Zagzebski! Konrad joined our team in January of 2024 and has recently moved to the Green Bay Area. Before joining the KerberRose Team, Konrad was a financial advisor for more than six years, helping clients pursue their wealth objectives. Read my latest blog for a Q&A interview on what influenced his financial advisor path, his experience in the field, and the challenges he sees the industry facing.

Congratulations to Alexandria Miller, CPFA®, on being recognized as a PLANADVISER Emerging Leader of 2024! This prestigious recognition is awarded to professionals in the retirement plan industry who are seen as future leaders by their peers and managers and demonstrate exceptional potential and dedication to their field.

Reflecting on my journey to pay off debt, I experienced a rollercoaster of thoughts and emotions. From feeling invincible and determined to questioning if it was all worth it, each step brought new challenges and victories. Now, as a Financial Wellness Advocate, admitting I once struggled with overspending and managing my finances is vulnerable. I want to share my story to help others on their own path to financial freedom. If you are in the middle of a debt-free journey, you are not alone.

In our 20s, we often believe we have endless time to figure things out and make mistakes. Looking back, I wish I had known more about financial stability and the importance of money management as a young adult. mistakes. Here are a few things that I wish I would have known about financial planning in my 20s:

KerberRose Wealth Management is proud to be recognized as one of @Accounting Today’s 2024 Wealth Magnets: Top 150 Firms by AUM (Assets Under Management). We extend our gratitude to our clients for their continuous trust and support. We would not have achieved this milestone without your partnership and confidence in our investment management services.

Achieving homeownership is a significant milestone, but it also comes with substantial responsibilities compared to renting. To get you started on the right foot, let’s go over five crucial factors to consider to ensure you’re well-informed for the home-buying journey.

Keeping the kids entertained all summer can get expensive fast. Don’t worry, I’ve got you covered with tons of budget-friendly activity ideas in my latest blog post! From free bowling programs and summer reading clubs to discounted movie tickets and annual memberships, there are so many ways to have an amazing summer without spending a fortune. Check out all my top tips for frugal family fun at the link below. Your kids will have a blast, and your wallet will thank you!

KerberRose has been named to the National Association of Plan Advisor’s (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of $100 million. Additionally, Shareholder, Tony Powers, AIF®,CFP®,CRPS®, has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list.

Are you navigating the challenges of living within a single-income home?

In Alex Miller’s latest "Beautifully Frugal" blog, she dives into the realities of managing finances, relationships, and self-worth in this unique lifestyle. She’ll be sharing some strategies she discovered for achieving financial success within the framework of a single-income household.

In Alex Miller’s latest “Beautifully Frugal” blog, she introduces one of our Wealth Advisors, Connor Rosin. Read the blog for a Q&A analysis with insights from Connor on his experience and successes.

Kick-start your new year with smart money strategies! Check out financial advocate Alex Miller’s latest Beautifully Frugal blog has for realistic and strategic money-saving tips to start now.

In a tech-savvy world where phones keep us connected to friends, family, and the world around us, why not use it to save some extra cash too? I’m thrilled to share with you a few of my personal favorite money-saving apps, an honest review of how they work, and the potential rewards waiting for you in my latest Beautifully Frugal blog.

Break the stigma about building wealth as Alex uncovers four myths regarding building your wealth and how to overcome them in her latest Beautifully Frugal Blog. #KerberRose

Learn how to break free from comparison and find contentment in our very own Alex Miller’s Beautifully Frugal Blog.

In Alex Miller’s latest “Beautifully Frugal” blog, she introduces KerberRose Shareholder and Director of Wealth Management, Dan Wotruba. Read the blog for a Q&A analysis with insights from Dan on his experience and successes.