Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Social Security Strategies
Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.