News, Podcasts, Webinars

As financial planning professionals, we know the importance of understanding the latest tax laws, product offerings, and strategies in the industry. Culled from our own ongoing research and education, we offer our clients select and relevant information via the links below – content we believe you will find interesting and informative. Please contact us if you would like to discuss any of these topics in detail or with any questions you may have at all.
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The Impact of Alzheimer’s Disease

Everyone probably has someone in their family or circle of friends who has suffered the ravages of Alzheimer’s Disease.  The disease affects not only the patient but their entire family.  It robs the mind and can result in a huge loss in financial net worth.  There is...

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New to the FAFSA Process? 

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...

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How Grandparents Can Help Pay for College

This article previously appeared on NerdWallet.com and is definitely worth the read! Grandparents are often willing to help with college expenses when possible. I remember my own grandmother chipping in a bit for my freshman year at school. Knowing what I know now,...

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