Small Spaces, Big Savings: The Tiny House Trend

Small Spaces, Big Savings: The Tiny House Trend

April 27, 2018. By Courtney Summa: With the average American home about 2,200 square feet, why are people choosing to live in a house between 250 and 500 square feet? Tiny houses are the new buzz amidst the real estate arena and what they lack in size they gain in...
Understanding Target Date Funds

Understanding Target Date Funds

March 6, 2018. By Mark Barry: A target-date fund (also known as a life cycle fund) is a mutual fund in the hybrid category that automatically resets the asset mix of stocks, bonds and other investments according to a specific time frame. Typically, this time frame is...
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...
Retirement Plans for Small Businesses

Retirement Plans for Small Businesses

July 14, 2017. By Matthew Okaty: If you are a small business owner, whether a sole proprietor or one with employees, it is important to understand your retirement plan options.  Without such a plan, you could be missing out on tax-deferred growth that could impact...