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Quotes about Money from Famous People

by Steve Scott People love quotes from celebrities. Sometimes those quotes are brilliant and sometimes they are amusing.  And sometimes they are neither…  Here is a small collection of some of the best sayings by politicians, entertainers, and philosophers on … Continue reading

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Benefits of 529 College Savings Plans

by David Bryant 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 … Continue reading

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To File, or Not to File

A modern-day Hamlet might ask…“To File, or Not to File (at age 62 for Social Security)…., that is the question!” What makes this question difficult to answer with any degree of certainty is that everybody’s situation is different. For instance, … Continue reading

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