Fifteen Minutes to Financial Peace

Take the 50/30/20 Rule and evaluate your progress on the path to financial freedom. One of the tools our financial planners use in consult with their clients is a simple concept called Know Your [...]

Retire only when you are ready

The reasoning behind the desire to retire is unique. Some will want to retire because they no longer enjoy the day-to-day work that they do.  Others will look forward to retirement because they [...]

Making College Costs a Family Affair

Make College Costs a Family Affair, Plus the New REPAYE Plan for Student Loans is Expanded; Find Out If You’re Eligible. As financial advisors, keeping a close watch on how college costs are [...]

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