NEWS & COMMENTARY

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 […]

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 […]

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 […]

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 […]

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 […]

Books are a great investment to learn valuable information and financial guidance. Books are flexible because they can be read in your spare time, while commuting, or even during your […]

Finding a reliable and trustworthy professional to take on home improvement jobs in your house is often a hard task. You often hear horror stories about contractors who don’t finish […]

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 […]

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 […]