Read the latest article where Sound Financial Planning is featured - In resort towns, financial advisors find a way to flourish,
Thank you to those that attended our 35th Anniversary Open House. We thoroughly enjoyed having each of you there to celebrate with us and truly missed those that could not make it. It is clients and friends like you that make everything we do possible. Please click on the link below to view the pictures taken at the event. We hope you enjoy them as much as we did.
When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? No.
How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be cheaper than you assume.
When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should.
In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles.
Learn about the two new tax perks for these college savings vehicles.
What you might do (or do differently) in the months ahead?