Choosing the Right 529 Plan for Education Savings

Choosing the Right 529 Plan for Education Savings

March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
Using Home Inspection as a Proactive Tool

Using Home Inspection as a Proactive Tool

February 20, 2018. By Jennifer Wolfsberg: We often connect the thought of hiring of a home inspector only to the context of a new home purchase to ensure the offer we are making on a home does not come with unforeseen surprises. In hiring a good inspector, we learn...
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...
The Stressors of the Home Purchasing Process

The Stressors of the Home Purchasing Process

August 24, 2017. By Ashley Agnew: Taking the plunge from leasing or renting to purchasing a home is a defining time in one’s life.  The experience has the full thrill of being on a rollercoaster, with climbs of excitement and dips of anxiety. The line is long just to...
Financial Planning for The New Furry Family Friend

Financial Planning for The New Furry Family Friend

July 25, 2017. By Jennifer Wolfsberg: The joy of adopting a pet whether that be a new puppy, kitten or adult rescue is an exciting time for any family.   The search to find the right dog or cat that fits your family’s energy and household can take time and patience...