Oct 13, 2016 | Retirement
We have a number of clients in the DROP plan (Deferred Retirement Option Plan), or those that have retired and taken their funds out. You have a number of things to consider as you plan for your retirement. If you decide to take a distribution of the funds you will...
Oct 6, 2016 | Planning for College
The process for applying for financial aid for college is changing this year in that the process started October 1, 2016. The Department of Education has put together a series of videos on You Tube to help you understand how the process works and explain what you need...
