Resources
14Mar 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS Retirement is a double-edged sword. The prospect of getting out of bed anytime you wish and trading the things you “have to do” for the things you “want to do,” is very enticing. However, those heading into these golden years must do so with proper planning […]

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07Mar 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS Over the years, Social Security has been a vital force in contributing to the security of Americans. It has acted as a formidable barrier to poverty for many as they enter their later years. This treasured government program has now become the latest target for fraudsters […]

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28Feb 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS How It Works When you buy a house, a car, or apply for any loan, the bank or credit union (lender) will review your credit history to determine how much of a risk you may be to default on the loan. There are three primary credit […]

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21Feb 2019

Written by Gregory Palacorolla, CFP® 40-50% of married couples in the U.S. divorce, according to the American Psychological Association. There is a myriad of diverse issues, causes, and factors contributing to what seems to have become a common trend in society today. However, despite the diversity from relationship to relationship, there is a common thread that […]

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