Advice to Parents

Raising children is hard. It seems that everyone has all the correct answers to raising children until they have kids of their own. All we can do is learn from […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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