Financial Planning

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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 […]

Identity Theft — Don’t Be a Victim

By: Nancy D. McKee, CFP®

More than likely, you have been touched by identity theft, either personally, or you know someone who has. An average of 12 million people in the US are effected by identity fraud each year.* In today’s […]

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 […]

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 […]