Building Sound Financial Habits in College

Building Sound Financial Habits in College

September 8, 2016. By Olga Okaty: With  college send-offs wrapping up and a new semester in full swing, parents and students are now settling into their fall routines.  As we witnessed many families in the midst of exciting college preparations this summer, a topic we...
Financially Preparing for the Death of a Spouse

Financially Preparing for the Death of a Spouse

August 31, 2016.  By Jennifer Wolfsberg: The thought of losing a spouse is overwhelming. The life you have envisioned is suddenly upended, and the dream of growing old together is no longer in your grasp. When such tragedies occur, the spouse left behind is not only...
Talking to Teens and Young Adults About Money

Talking to Teens and Young Adults About Money

August 9, 2016. By John Wolfsberg: The teenage years offer many opportunities to open up a discussion about financial responsibility, as children begin their first jobs and increase social activities. Financial coaching, however, extends through and beyond the college...
Jennifer Wolfsberg Earns CDFA Accreditation

Jennifer Wolfsberg Earns CDFA Accreditation

July 7, 2016: Jennifer Wolfsberg has recently completed her coursework and examinations and has earned the Certified Divorce Financial Analyst (“CDFA”) accreditation through the Institute for Divorce Financial Analysts.  A CDFA works with clients and their...