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,...
February 23, 2017. By Matt Okaty: The beginning of the year is a great time to organize your financial records. With tax season ahead, having everything organized should make filing your return a lot easier. Plus, organizing your records now rather than later will...
February 16, 2017. By Olga Okaty: With car prices continually on the rise and integration of new features further boosting sticker prices, many drivers are wondering whether leasing a new vehicle is a better alternative to buying or financing one. While some prefer to...
February 2, 2017. By Lori Patterson: It’s official: physical health affects financial health. With rates of health care consistently on the rise, our wallets are indeed directly impacted by your physical fitness and wellbeing, especially as we age. According to an...
January 26, 2017. By Ashley Agnew: This past Tuesday we had the pleasure of hosting Bill French to discuss how individuals and businesses can protect themselves from identity theft and fraudulent activity. Bill is the Vice President of Fidelity’s customer...
January 11, 2016. By Jennifer Wolfsberg: Winter is upon us in the northeast, and it is all-the-more attractive to move to a warmer climate during retirement for mental and physical well-being. One of the difficult considerations we see with clients when they make the...
