Financial Advisor Insights

Creating a spending plan you’ll actually stick to

For most people, having a budget – and sticking to it – can be very difficult. Expenses that only appear annually or are unexpected can derail a month’s progress, and it isn’t always easy to turn […]

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Explaining the Marriage Tax Penalty

Although married couples are given certain tax and estate planning benefits not available to unmarried individuals, it isn’t all good news. Many high-earning couples find that their marginal tax rate […]

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Do Single People Need Life Insurance?

Most people believe that life insurance is necessary only for those that have dependents. However, for those of us that do not have a spouse or children, is the policy really necessary? Although it […]

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Tips to Save on Your Next Vacation

Many of us work hard, but don’t think we can afford to take a vacation, sometimes even letting paid vacation days go unused. In fact, a 2015 article from The Wall Street Journal reports that US […]

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When Should I Start Investing?

Young professionals in their twenties and thirties often ask, when should I start investing? It can be difficult to determine when you’re financially stable enough or how much money you need to get […]

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Looking Beyond Salary – How to Evaluate A Job Offer

If you’re lucky enough to be comparing job offers, it’s easy to just focus on the salary. After all, for most people this is the largest and most important part of their compensation. However, to […]

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Financial Planning Tips For New College Grads

by Caroline E. Coderre, CFP®, CDFA™

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Breaking Down Your Credit Score

As lenders consider your application for a mortgage, credit card, student loan, or the like, your credit score is one of the key components in the decision to lend, and at what interest rate. Many […]

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Putting Together an Effective Emergency Fund

Life is full of unexpected challenges. A car breaking down, a home needing repair, or losing a job – in any of these situations, you’d need a sizable amount of money quickly. That’s why many […]

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