Financial Planning

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Tax and Estate Planning Throughout Retirement

By: Michael A. Montileone, CFP® and Chris P. Wieder, CFP®

There are many life changing events that occur in a lifetime with retirement normally being in the top five. In addition to being assured that you have accumulated enough assets for […]

The Powerful Benefits of Life Insurance

By: Barb Leson, FMLI

September is Life Insurance Awareness Month (LIAM) and the perfect time to emphasize the importance of life insurance with your financial adviser. Life insurance is a simple answer to a very difficult question: How will my family […]

The Roth IRA…The Greatest Thing Since Sliced Bread

By: Nancy D. McKee, CFP®

My mother was well known for her prolific use of expressions: “Money doesn’t grow on trees,” and “If wishes were horses, beggars would ride.”  Sometimes we knew what she was inferring, but other times her sayings […]

Key Steps to Combat the Rising Cost of a College Education

By: William Merrell, CFP®

It is no secret that a college education is expensive. Between tuition, fees, room and board, the total cost can be mind boggling for parents that have not paid attention to the cost of tuition since they […]