Houseguests with Less Stress this Holiday Season

Houseguests with Less Stress this Holiday Season

December 7, 2017. By John Wolfsberg: Thanksgiving launches the official kick-off to the holiday season as we enjoy crisp weather, the heart of the football season, warm apple pie, and…houseguests. Whether it is in your game plan to host or be hosted, here are a few...
Tax Reform Update, November 2017

Tax Reform Update, November 2017

November 30, 2017. By Mark Barry:  As we near the end of 2017, Washington’s efforts to pass tax reform legislation have dominated headlines, with Congress working on the final iterations of the Tax Cuts and Jobs Act.  A central piece of the Trump administration’s...
Helping Service Members Navigate Financial Planning

Helping Service Members Navigate Financial Planning

November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to reflect upon and thank those who have so bravely served our country.  With past and present service members in our own firm and families, the holiday carries both feelings of pride and respect in...
Protecting Children Against Identity Theft

Protecting Children Against Identity Theft

November 2, 2017. By Ashley Agnew: A new baby blesses her family with a newfound joy and love with each smile, coo, and cry. Just over three short months ago my own family was blessed with a new addition with the birth of my daughter. Accompanying the joy of a baby is...
The Important To-do’s after the “I Do’s”

The Important To-do’s after the “I Do’s”

October 20, 2017. By Courtney Summa: After months of planning each detail of your wedding, your big day finally came! It was beautiful and magical and went by far too fast.  With the moment behind you, what tasks now require the commitment of your spare time?  The...