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Our Team’s Summer Vacation Ideas

With summer quickly approaching, we want to share some of our team’s favorite summer vacation ideas. And we welcome you to share your favorites on our Facebook page.

4 Financial Planning Excuses You Might Be Using

By K. Bridget Schneider, CFP®, CRPC®October is National Financial Planning month. I’ve written various blog posts discussing the importance of developing a financial plan and even how that plan may differ for special groups like women. Unfortunately, you...

Is Financial Planning for Women Different?

By K. Bridget Schneider, CFP®, CRPC®The observation of American Business Women’s Day on September 22nd got me thinking about how my female clients’ financial planning needs differ from those of my male clients. How does the financial planning advice I...

The Biggest Life Insurance Mistakes and How to Avoid Them

By Joe Globensky, RFC® September is Life Insurance Awareness Month. And while we don’t limit our life insurance conversations to just this month, we want to share some of the biggest life insurance mistakes that we see and help you avoid them.Life...

How Do Insurance and Financial Planning Work Together?

By K. Bridget Schneider, CFP®, CRPC®Risk management is at the heart of any financial plan. Being prepared for the unexpected can help you stay on track to reach your financial planning goals if you incur a loss or are injured in an accident, become sick,...

The Pros and Cons of Deferred Compensation

By Joe Globensky, RFC®At some point in your career, you may be offered participation in a nonqualified deferred compensation (NQDC) plan. Currently more than 90% of public companies offer some sort of NQDC plan and nearly half (44%) of eligible employees...