Financial Planning

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College Funding: How to Determine Your Expected Family Contribution

By: Ben Grom, CFP®, Financial Planning Analyst

Applying to colleges is often a stressful time for both students and parents. During this time, families are asked to complete the Free Application for Federal Student Aid (FAFSA), which can be a daunting […]

Six Estate Planning Focuses for Unmarried Couples

By: Trina Brown, Financial Planning Analyst

According to the Pew Research Center,1 the percentage of adults presently married in the United States declined from a high of 72% in 1960 to a low of 50.5% in 2012. At the same time, […]

Essential Planning Reflection

By: David Jeter, CFP®

For many people, this time of year brings up reasons for reflection. From a personal standpoint, your children or grandchildren may be wrapping up another school year soon, and it makes you think about their progress and […]

Family Matters: Getting Your Financial House in Order

By: Matthew D. Kelly, CFP®

Not too long ago, I signed up for the new marriage, new house, and newborn extravaganza.  As many of you know, and I can certainly attest to now, it is quite the transition.  Times […]

Batter Up! An Investors Approach at the Plate

By: David Jeter, CFP®

Successful investors may not know it but they approach their financial planning like a successful hitter in baseball. As spring arrives and major league baseball begins again, I’m reminded of what effective hitters do. Let’s take a […]

The Importance of Saving

Having a retirement plan in place is fantastic, but adding to it is crucial to building a bigger savings balance.  It can be hard to set aside money each pay for something that you don’t use today.  It can be […]

Five Reasons to Use a Financial Adviser (the human kind)

Computers are a prominent way of life and are becoming faster and smarter by the minute.  They are in our everyday appliances, phones, cars, factories, and they even perform life-saving surgeries.  Some people even use a robo adviser to manage […]

Newly Minted Adult Children – What did(n’t) we teach them?

By: Sherry Kendrick, CFP®

As the parent of three young Millennials, ages 25, 23 and 19 years old, I pondered this question.

I did a fair bit of reflecting this past week as I visited with my parents in New York. I […]

College Planning: The Six-Step Financial Aid Process

By: Steve Kutlenios, CFP®, CFA®, CCPS®

Recent statistics on the cost of college from the Trends in College Pricing 2015, published by the College Board, detail one of the major problems facing students and families paying for higher education.

Since 2005, the […]

November is Long-Term Care Awareness Month

By: Barb Leson, FMLI

November is the ideal time to discuss long-term care with your financial advisor and learn how they can help you plan for a more secure future. At least 70% of people over the age of 65 will […]