FAFSA Changes: Good News for Grandparent 529 Plans October 8, 2021: By Matthew Okaty: If you have ever filled out a federal student financial aid application (FAFSA) before, whether as the parent or the student applicant, then you know how cumbersome and daunting the...
Skin Safety Does Not End With Summer September 30, 2021. By Ashley Agnew: As you may recall our charitable initiative for 2021 was supporting and raising awareness for the American Cancer Society. We have learned so much as a team, and have been touched by the stories...
Guest Blog: Is Long-term Renting a Bad Choice? September 15, 2021. By Ashley Agnew: A frequent question we receive from young professionals and those looking to downsize alike is simply this: is it worth it to buy a home? While there is no concrete answer and many...
Market Update: Back from the Beach, Investors Refocus on Risks September 8, 2021. By Mark Barry: As the summer of 2021 draws to a close, we have noticed an uptick in investor unease about the outlook for the economy and financial markets moving forward. Global equity...
Small Business Spotlight: Sea Nuts Our team has a habit of sharing our favorite new small businesses in our conversations around the office. Together we have discovered some great products and companies. For this week’s blog, we’ve decided to share a new business...
Preparing a Rising Freshman in 2021 August 19, 2021: By Ashley Agnew: In a few short weeks high schools will be welcoming a class of freshman like none other: hundreds of students with the hormones of 14 year-olds and the social skills of a 7th grader thanks to the...
