Financial Planning

Financing a College Education

August 02, 2019 | Financial Planning

The cost of an undergraduate education has skyrocketed over the past several decades. Specifically, over the last decade the increase in the cost of college has exceeded the increase in the cost of most goods by an average of 3.2% per year. The cost of college can vary based on whether a student …

Rebecca Galliford, CFP®

Wealth Management Consultant

Today’s Household CFO

April 22, 2019 | Financial Planning

When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …

Tom Lesko

Senior Wealth Management Consultant

Ready, Set, Go! Financial Resolutions for 2019

January 28, 2019 | Financial Planning

It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …


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