Acquiring Your First Credit Card

Acquiring Your First Credit Card

[vc_row][vc_column][vc_column_text] Acquiring Your First Credit Card Establishing good credit for young consumers Brian Poe, CFP®, ChFC® A frequent topic of discussion is how young consumers can establish and build credit. Building good credit habits is essential...

More good than bad: Long-term planning and investing

More good than bad Long-term planning and investing James Taylor CFP®, Wealth Counselor I was driving in the car the other day with my six-year-old daughter Josalyn when she said to me, “Daddy, are there more good people in the world than bad?” I said, “Yes, of...
What I Learned About Family Loans from Watching Gilmore Girls

What I Learned About Family Loans from Watching Gilmore Girls

What I Learned About Family Loans from Watching Gilmore Girls Intra-Family Loans Can Serve as a Great Wealth Transfer Strategy  Erin Itkoe, CFP®, CPA®/PFS, Director of Client Experience/Senior Wealth Counselor One of my all-time favorite TV shows is Gilmore Girls....
COLLEGE PLANNING: WHY START NOW

COLLEGE PLANNING: WHY START NOW

[vc_row][vc_column][vc_column_text responsive_align=”left”]This article is authored by a premiere college advisor who specializes in helping young men and women figure out what “makes them tick” and using that to create educational pathways that win with...
Seizing opportunties

Seizing opportunties

[vc_row][vc_column][vc_cta h2=””]Personal finance goes beyond an annual meeting with a wealth manager or contributing funds to a savings account. Oftentimes it is a culmination of lifelong experiences containing seemingly insurmountable pitfalls and...