Creating A Financial Plan Really Is Simple

Published by Colin Casey CFP® Creating a financial plan doesn’t have to be another one of those daunting tasks that is procrastinated. Here is what to expect from a financial advisor that makes the complex simple: First, you should interview two or three respectable advisors in your area. T …

What Should be Addressed in a Financial Plan?

Published by Colin Casey CFP®

Looking to Find the Right Financial Advisor for You?

Published by Colin Casey CFP®

Kiddie Tax 2018

Published by Tyler Silverthorn, CFP® As you may have heard, Congress recently passed The Tax Cuts and Jobs Act.  You also have probably heard debates on who the tax changes benefit most: corporations, the top 1%, middle-income families, or low-income families.  One group that is often left …

Business professional using his tablet to check his financial numbers

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