Your Child’s Financial Education

by | Apr 13, 2023 | Financial Advisor

READ TIME: 8 MIN  What if I told you that the most valuable legacy you can pass on to your kids and grandkids isn’t an object or money, but education about effectively managing money? April is Financial Literacy Month. This is the perfect time to focus on your...

It is Financial Aid Time

by | Jan 14, 2022 | College Planning

COLLEGE PLANNING  READ TIME: 4 MIN As you may know, my oldest is in his senior year of high school, so I am living “FASFA Time” from a different perspective this year.  Parents, I am right there with you.  College applications have officially all been submitted and...

Lesser Known Provisions of the SECURE Act

by | Nov 24, 2020 | 401K

RETIREMENT  READ TIME: 4 MIN  The SECURE Act was passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA...