18 - Jun 2020 Will the SECURE Act Change Your Retirement Planning? Posted by Rob Dingler, CPA, PFS We prepared this letter about a new law affecting retirement planning, called the SECURE Act, to go out in the first quarter of 2020. READ MORE
23 - Jan 2020 A Short Guide to Financial Aid Posted by A.J. Kratz, CFA The financial aid deadlines for a lot of universities are soon approaching. Now is the time to fill out and submit the Free Application READ MORE
18 - Dec 2019 It’s a wonderful life… as long as you’re liquid Posted by Owen Keith One of my favorite holiday traditions is watching holiday movies. By many measures (including movie rating site Rotten Tomatoes), the most popular Christmas movie READ MORE
12 - Nov 2019 It’s That Time of Year: Why You Should Make Charitable Gifts Through a Donor Advised Fund Posted by Rob Dingler, CPA, PFS You don’t have to visit your local retail store to see that the holiday season is coming. You’ve probably already begun getting both online READ MORE