Insights + Resources

The CFP Board’s Consumer Guide to Financial Self-Defense

May 31, 2016

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Financial Red Flags

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Sep 16, 2020

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating estate strategies, here are some important things to remember.

Sep 14, 2020

How much does extended care cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths.

Sep 11, 2020

Some people in recent weeks may have been feeling that “the market seems to be doing so well but I’m not participating in any of these high-flying stocks.” A look behind the headlines helps tell the story.

Sep 7, 2020

Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to school carries unique concerns because of COVID-19. This year, we’re all getting an … Continue reading “Back to School in a New Way”

Sep 4, 2020

Mark this date on your calendar: October 1. That is the day when current and future traditional college students can start submitting the Free Application for Federal Student Aid (FAFSA) for the 2021-22 school year. For many students, the FAFSA is frequently the gateway to significant financial aid: federal and state student loans, grants, university … Continue reading “Get Your FAFSA Ready”

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