College Savings

Saving for College

Saving for College Higher education provides your children with lifelong advantages. This video explains the importance of getting started with a college savings strategy as soon as possible. Contact us today to learn more.


Year End Financial Check List for Working Professionals

Year-end Financial Checklist for Working Professionals

Year-end Financial Checklist for Working Professionals Set yourself up for success in the new year with a financial checkup. Here are some essential year-end tax, planning, and financial housekeeping items to consider. 1. Maximize contributions to…


Estate Planning

Estate Planning Must Dos

Estate Planning Must-Dos 12 Estate Planning Activities to Consider Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to…


Determining When to Take Social Security Benefits

Determining When to Take Social Security Benefits The benefits of postponing until your full retirement age Social Security is an asset that is taken for granted by many folks. If you are tempted to take Social Security early, when first eligible at…


Covid Colleges

COVID Forcing Some Colleges to Close Forever

COVID Forcing Some Colleges to Close Forever College savings tips – because the costs of college are not going down As if the country needed another divisive topic, the debate about reopening schools this fall is splitting communities, educators and…