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.

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.