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...
April 21, 2017. By Courtney Faria: In this day and age, it’s hard not to catch the travel bug. There are so many wonders to see in this world, from the Eiffel Tower to the Great Wall of China, from the Northern Lights to the Great Barrier Reef. The big question is...
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...
March 23, 2017. By Ashley Agnew: Spring has finally arrived and you may have the bug to replace your vehicle now that the threat of snow is (hopefully) behind us for the season. As with any large purchase, buying a car can be just as stressful as it is exciting. ...
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...
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,...
