The Hidden Issue in Higher Education

The Hidden Issue in Higher Education

May 11, 2017. By Jennifer Wolfsberg: Graduation season brings wonderful memories to many of us. Memories of classmates that became lifelong friends, dynamic professors and mentors, and coursework that changed our outlook and laid the path for what would later become...
Repost: Talking to Teens About Money

Repost: Talking to Teens About Money

March 30, 2017: As summer vacation approaches and acceptance letters begin to appear in your mailbox, use these opportunities to discuss sound financial habits with your teen and young adult children before they are off “on their own”.  Here is a...
When and Why Do I Need a CDFA?

When and Why Do I Need a CDFA?

March 16, 2017. By Ashley Agnew: The process of divorce can be described as emotional, exhausting, and even tumultuous.  Couples who are fortunate to sustain an amicable experience throughout the entire process are a rarity.  By the time the day comes to sign an...
Asset Retitling: The Missed Step in Estate Planning

Asset Retitling: The Missed Step in Estate Planning

March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a firm have become more involved in our client’s financial organization as it pertains to family office services and wealth management.  As part of this process, we actively speak with their CPAs,...