What You Need to Know About Year-End Charitable Giving

Have you walked out to your mailbox yet today? Chances are, this time of year, there may be a heartfelt and well-meaning message to you, asking you to give to a certain charity. The holidays are a reflective time of year, when people take stock of religious and moral...

4 Inheritance Tips to Keep Your Kids Motivated

So you’ve been thinking. You’ve worked hard and smart and made some money. Quite a bit of it. Now it’s time to think about what to leave your children, and more importantly, how to leave it to them. One of the biggest gifts you can give your children is to give them a...

Money-Saving Tips for College Students

Our firm is the ultimate destination for all financial and insurance services. We work a lot with college students who need college education plans, or students who are looking to get a jump start on their savings and financial planning. Although we can help, it is...

Mistakes to Avoid When Saving for College

As one of the biggest financial burdens for American families, saving early for college is becoming increasingly more important, and unfortunately, more difficult. While some families get a head start, many others become overwhelmed with the increasing costs and find...

9 Reasons to Hire a Financial Planner

From saving for your children’s growing college expenses to planning for your own retirement, life brings a multitude of financial costs. Working with a financial advisor can help you prepare for the future and avoid any major financial road bumps along the way. At...