How to Keep Your Money in Your Family

As a financial planner, it is part of my commitment to guide my clients in many aspects of their financial affairs. One area that is particularly critical to get right is estate... Read more »

Financial Planning Tips for Your College-Bound Student

Fall classes at universities and colleges will begin in the next couple of months. You might have a child, grandchild, niece or nephew who is ready to spend their semester studying, socializing, and living on their own. You’ve... Read more »