NEWS & INSIGHTS
As true wealth managers, we are always looking for potential strategies to help our clients with their current objectives as well as their long-term goals. One of the many areas that we help with is year-end tax...
What if sudden, unexpected circumstances beyond your control were to prevent you from caring for your pet? You could be in a car accident, have a health emergency or pass away. The caretaking need could be temporary...
Our pets bring a great deal of unconditional love and friendship into our lives. Many people view their pets as members of the family. What would happen to your pet in the event of your death or incapacity? Our pets...
Chances are, if you order online, you’ve noticed the option to pay by credit card or PayPal. But digital payment apps like PayPal and Venmo have also become commonplace in everyday transactions outside of online...
As you transition between employers throughout your working career, make sure that you don’t leave a trail of former employers’ retirement plans in your wake. Losing track of old plans is a legitimate concern, and it...
The stock market’s strong pandemic recovery hit a speed bump in the third quarter. Market volatility spiked in September largely due to concerns about China and inflation outlooks. Growth is still occurring, giving...
As a child, you probably heard the saying “money doesn’t grow on trees.” If it was said in response to your request for a new toy or the latest pair of shoes, you understood it to mean that you can’t always afford what...
The US Department of Education awards more than $120 billion in financial aid each year [1] to students who submit a FAFSA – Free Application for Federal Student Aid. Eligibility for Federal student aid is a complex...
With 25 years of experience in the financial industry, Jennifer E. Myers, CFP®, works with clients to help them fulfill their life and family goals while translating complex financial matters into understandable,...
As a consumer it is hard not to notice when the prices of the goods and services you buy are increasing. Over time we have come to expect prices to rise. A new car bought in the 90s was sure to be bought at a lower...
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