Discussing Health with Your Financial Planner
Some years ago, Forbes Magazine published an article titled, “Why You Should Discuss Health With Your Financial Planner”. Much of the article dealt with …
The Effect of 529 Plans on College Financial Aid
We hear a great deal about how “529 Plans” are a popular way to save for college. Yes, a 529 plan has a place in certain portfolios, but not all. …
Retirement and College -You Can Do Both
As financial advisors, our firm’s focus is on the financial side of college planning. Parents usually come to see us when they have already attended …
Post Divorce To Do List
If you are post divorce and are contemplating remarriage during 2016 there are important planning considerations that must be made. Hopefully after your …
Time for a Check Up on Your Investments
How’s the Health of your Investments? In keeping with this month’s Health theme, I thought I would touch on an area that deals with health in another way …
Adjusting to Life Financially after Divorce
by Catherine Allen~There’s no doubt about it–going through a divorce can be an emotionally trying time. In addition to the emotional impact a …