Charitable Giving Options

Giving away hard-earned cash/stock/etc. to charity is one of the most rewarding investments you can make. As well, those who give to others are usually rewarded in the form of […]

Read More

The Intrinsic Value of a Financial Advisor

Financial advisors come in all shapes and sizes. Some work with broker-dealers (such as Charles Schwab or Fidelity); others work with independent Registered Investment Advisors (such as FSA). When calculating […]

Read More

Navigating Medicare Open Enrollment

The open enrollment period for Medicare begins October 15, running through December 7. The changes made during the period take effect on January 1 the following year. When enrolling in […]

Read More

Guide to Buying a New Home

Buying a home is a time-consuming and costly activity. If your only experience in buying a home is on an HGTV show, there’s a lot more to it than they […]

Read More

Summer Travel Tips

Now that the kids are out of school, many of us will be preparing for summer travel. We spend a lot of time with clients discussing how travel fits into […]

Read More

Financial Aid FAQs

Financial aid is top-of-mind for students and their parents in the springtime.  Below is a list of frequently asked questions we often hear in regard to financial aid. What is […]

Read More

What Are Socially Responsible Investments?

Socially responsible investments (SRI) focus not only on the ability of a company to make a profit but also on the principles held by that company. The manager of a […]

Read More