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4 Things to Know About a Will Patrick Sgroi President Planning for your own inevitable demise is never an easy topic to think about. Unfortunately it is a topic that I need to bring up because I’m seeing more clients that are not securing their needs and wishes for...
Financially Preparing to Buy a Home Shawn McLaughlin Vice President Buying a home is a big responsibility and can be a life changing event. Whether you’re buying your first home or your forever home you need to really think about whether you’re financially prepared....
Life Transitions Jennifer Jurek Certified Financial Planner™ Having someone manage your money may be a tough decision for you. We understand that doing everything on your own might provide you with the satisfaction of learning about personal finance. However there are...
Debt Elimination Shawn McLaughlin Vice President Do you feel like you are drowning in debt? Or maybe you are living paycheck by paycheck and don’t even realize it’s because of debt. It might even have been so long that you’ve accepted being in debt and don’t believe...
Social Security Jeffrey Haxton Certified Financial Planner™ A common term associated with retirement is Social Security. It is a critical piece of a comprehensive income plan during retirement. Unfortunately many people go into retirement not understanding Social...
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