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

The Workout of Investing

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

From Our President, Helpful Advice, 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...

From Our President, Helpful Advice

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...

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

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...

From Our President, Helpful Advice, Student Loans

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...

From Our President, Helpful Advice

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,...

From Our President, Helpful Advice, How to Invest

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? ...

Banking, From Our President, Retirement Planning

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...

From Our President, Retirement Planning

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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