Resources
31Oct 2019

Written by Gregory Palacorolla, CFP ®   As 2020 creeps closer, many of us are filled with the desire to get organized, tie up loose ends and create concrete goals for the coming year. This mentality should be applied to your finances so your approach entering the New Year is proactive rather than reactive. Late-year […]

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24Oct 2019

Written by Dan Mules, CPA   Fall brings about many things: cooler temperatures, apple cider, pumpkin farms and Sunday football to name a few. Another fall happening that evades many is open enrollment. Open enrollment is a window of time where people can enroll in benefits for the first time, change their health care coverage […]

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16Oct 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS   October 1st is always a big day for students across the country. It marks the first day for students and their families to apply for financial aid and grants for the upcoming school year via the Free Application for Federal Student Aid.  According to Sallie […]

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10Oct 2019

Written by Gregory Palacorolla, CFP ® According to the author of one study by Jay Zagorsky, an economist and research scientist at The Ohio State University in Columbus, Ohio, about a third of those who receive an inheritance end up struggling financially after just two years. The National Endowment for Financial Education claims an estimated […]

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