Resources
30Oct 2018

Thomas M. Geier, CPA, CFP®, PFS Diversification 101 The cornerstone of diversification is a mixture of investments, each of which has broadly differing patterns of strength and weakness. That way, strengths in one investment can potentially offset weaknesses in another at any given time. The greater the difference in performance patterns of any two investments, […]

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01Oct 2018

Greg Palacorolla, CFP® You are busy dealing with life’s day-to-day issues. To you, retirement may seem like a long way off. But preparing now for your financial future is essential because what you do today, can help ensure a secure retirement tomorrow. Although time may be on your side, there are four factors you will […]

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28Sep 2018

Thomas M. Geier, CPA, CFP®, PFS One question we are frequently asked to explain is the difference between our registered investment advisor firm and a brokerage firm.  The main distinction is in the term “fiduciary”. The Securities and Exchange Commission, who oversees registered Investment Advisers under the Investment Advisers Act of 1940, defines the role […]

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05Sep 2018

Thomas M. Geier, CPA, CFP®, PFS The recently passed Tax Cuts and Jobs Act made significant changes to both individual and business tax situations.  One area that many people do not know about is the expansion of College Savings Plans or 529 plans. 529 Plans Designed to promote saving for future college costs, a 529 […]

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26Jun 2018

Thomas M. Geier, CPA, CFP®, PFS When thinking about funding sources for your children’s college education, you may assume your family earns too much to qualify for Federal grants, loans, and work-study job assistance. However, families with higher incomes are frequently eligible to receive some form of financial aid from the Federal government. The U.S. […]

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