by Laura Navarro | Nov 29, 2016 | Financial Planning, Tax Planning
The end of the year is a busy time spent with friends and family during holiday celebrations. Consequently, most people aren’t thinking about financial “spring cleaning.” However, carving out time to organize and visit the following items will prove to be a valuable...
by Steve Scott | Nov 17, 2016 | Financial Planning, Investing
You have investment goals. But you want to meet those goals while promoting the companies and causes you support. What you’ve just described is a loose definition of Socially Responsible Investing (SRI). And, contrary to popular belief, you don’t have to sacrifice...
by Jennifer Caruso | Oct 25, 2016 | Financial Planning, Investing
If you are the parent of a high school senior, your child is probably knee-deep in college applications and you may be starting to sweat a little. The next few months might get bumpy but don’t fear, FAFSA is here! The FAFSA, or Free Application for Federal Student...
by Manchester Financial | Aug 31, 2016 | Financial Planning, Investing
A Structured Note is a debt obligation issued by a financial institution which has some similarity to a bond instrument, and/or a growth instrument. It carries a stated coupon percentage (often times at zero due to appreciation being more desirable than income), and a...
by Robert Katch | Jul 14, 2016 | Financial Planning, Investing
The U.S. and most developed countries are facing a host of unusual problems which seem to be dragging on without resolve. Here is a quick rundown of my top four: Stagnant Economy: To boost consumer spending after the 2008 market crash as the “Great...
by David Bryant | Jul 7, 2016 | Financial Planning, Investing
College planning is a common concern our clients have when developing a comprehensive financial plan. It is getting more and more difficult to plan for college as the cost has been increasing at twice the rate of inflation. In 1996, Congress responded to this burden...
