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Financial Planning

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2018 Tax Law Changes: What Do They Mean to Me?

By: Matthew D. Kelly, CFP®

Taxes are painful. Taxes are constantly changing. Taxes will never ever go away. Wow, what reassuring and uplifting sentiments! Unfortunately, these are undeniable truths. The recent changes under the Tax Cuts and Jobs […]

A New Year’s Resolution

By: Matt Kelly, CFP®

It’s that time of year again. The snow has started falling. The holidays are seemingly stacked on top of one another. We have time off from work and our busy schedules. And, the days […]

Finding Balance with Your Finances

By: Ryan Walczak, CFP®

According to a survey of finance industry professionals,1 problems with money or finances is one of the top three causes of divorce in our country1 (Exhibit 1). The interesting part is that it isn’t […]

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 […]

Behavioral Finance: Taking the Emotion Out of Investing

By: Matt Jaspert, Financial Planning Associate

Discussing finance is generally something most people like to avoid. Are we saving enough? Can we pay for the kids to go to college? When can we retire? All of these questions and countless others […]

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 […]

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 […]

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. […]

The Importance of Saving

By: Nancy D. McKee, CFP®

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 […]