the workout of investing How to Invest, Hot Topics, From Our President

The Workout of Investing

Investing is a habit you can learn, just like working out. Try out these tips and start the workout of...

Helpful Advice, From Our President, Personal Growth

What Your Kids or Grandkids Wonder About Finances

The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was...

Helpful Advice, From Our President

Crazy Stat If You Have Young Children

I’m a father of three amazing children. I’m also a husband and a business owner, and I try to do...

How to Invest, Helpful Advice, Banking, From Our President

What to Do with the Children’s Savings Accounts?

Speaking of kids, here’s a funny anecdote that happened to me the other day. My middle child, Belly, is a...

Helpful Advice, Student Loans, From Our President

My Best Guess for College Costs

When it comes to academics, I’m a pro at the Scantron sheet! ABACADABA was the go to guessing strategy back...

Helpful Advice, From Our President

The College Planning Advice You Thought You Already Knew

Are you trying to give your kids a leg up on their collegiate careers? Our latest blog discusses a simple,...

How to Invest, Helpful Advice, From Our President

Bring Your Kid to Planning Day

The other day I had a particularly interesting financial check-up with a client. What made this meeting different? ...

Retirement Planning, Banking, From Our President

Teaching Children about Money and Finances

Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance...

Retirement Planning, From Our President

529 Plans – A Great Way to Invest in Your Child or Grandchild’s Future

Many of our clients with children, or grandchildren, are having the same concern; how do I save for their college?

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