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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 [...]

By: Antonio Castillo | Associate Advisor Long-term care is probably one of the biggest elephants in the room. In 2016, the Office of the Assistant Secretary for Planning and Evaluation published [...]

Abrin Berkemeyer CFP®, AIF®, Associate Advisor As we know, markets move in three directions: up, down, and sideways. When the market declines, it can leave many wondering “am I still on track to [...]

Chelsea A. Benoit, CFP®, Associate Advisor The new year typically ushers in fresh opportunities and an energy of renewal. This time of year encourages people to pause and reassess which areas of [...]

Diana Castro, CPA, CFP®, Associate Advisor It is the time of year when notifications for open enrollment for employer benefits, Medicare, health insurance marketplace, etc. start appearing in [...]

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 [...]

With the passage of the Tax Cuts and Jobs Act (TCJA) last December, the landscape for charitable giving has changed significantly beginning in 2018.  The charitable deduction has been expanded, [...]

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 [...]