Financial Terms from A to Z
Diana Castro, CPA, CFP® | Senior Financial Advisor When it comes to financial planning and investing, the media tries to grab your attention with catchy news bites using buzzy financial terms [...]
Investing in the Future: Saving for Your Child’s College Years
Graduation season is upon us, and we are sure many of you are beaming with pride in anticipation of your student hitting yet another milestone. Whether college is on the near horizon or still [...]
School’s in Session: Teaching Your Children About Your Estate Plan
It’s back to school season! With that comes football, cooler weather, and back-to-school shopping. Whether you have children or not, it’s difficult to miss the horde of parents and children [...]
Is a Trust the Right Choice for Me?
One topic that frequently comes up when we discuss financial advisory issues with clients is the issue of trusts. The most commonly asked questions are what is a trust and how do you know if you [...]
