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nadia & gang sept #1

Congratulations, Nadia!

We held a little celebration last week for Client Service Associate Nadia Rullo. As you may know, Nadia is studying for the Certified Financial Planner (CFP®) designation, which normally includes six course modules, with an exam after each one, and a comprehensive exam at the end. The entire program might take one to two years, […]

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book club 2018 sept 2

Wine, Women & Books: Here’s To Lasting Friendships

Couldn’t help but post this photo taken last week at our September Book Club. Our Book Club has been going strong for 16 years. That’s right, we’ve been meeting every month for 16 years. That’s a lot of books! (Not to mention an awful lot of wine!) This past month, we read and thoroughly enjoyed Madeline […]

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opera mari

What I Learned About Financial Planning In My Week “Down Under”

It was fantastic, instructive and inspirational, but way too short.  Our whirlwind week Down Under is unfortunately over and we’re safely back home (even my suitcase, which went walkabout for three days, had the good sense to finally come home!). I had the privilege of traveling to Australia as part of the U.S. Financial Planning Association’s […]

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suitcase

CFPs At Work: We’re Headed Down Under!

Mari is heading off this week on a voyage Down Under! She’s part of a delegation of U.S. certified financial planners jetting to Australia to meet with peers in Sydney and Melbourne on a trip sponsored by the Financial Planning Association. The goal is to learn more about Australia’s financial services industry and trends in […]

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Screenshot 2018-08-21 21.13.09

How To Use Your Tax Refund To Help Your Future Self

Are you getting a tax refund? According to the IRS, the average tax refund this year was $2,780. We talked with financial reporter Maridel Reyes of Synchrony about smart ways to handle your tax refund. Sure, you can just go out and spend it, but there are better ways to use it to get yourself […]

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Congratulations To Anthony LaBrake, CFP On His Promotion!

Congratulations To Anthony LaBrake, CFP On His Promotion!

Congratulations to Anthony LaBrake, CFP® on his recent promotion to Client Advisor. Anthony was born and raised in the suburbs of Philadelphia. He attended the University of Miami and graduated with a Bachelor of Arts in economics with minors in business administration and entrepreneurship. Anthony has always had a strong interest in the financial markets, as well as […]

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empty nest 2

Empty Nest? Here’s How To Make The Most Of Your New Freedom

Kids cost a lot to raise. No kidding. So when they’re finally out of the house, smart parents decide it’s time to play catch up with their retirement savings accounts. We talked to financial journalist Greg Daugherty about how empty nesters can make the most of this newly liberated phase of their lives, in an […]

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womens choice _Financial_Advisor_2016-2018

We Love To Work With Women Clients, And It Shows! 

We’re thrilled to share some exciting news. Mari has again earned the prestigious Women’s Choice Award ® for Financial Advisors and Firms and was recently featured in USA Today, spotlighting our firm’s commitment to our female and couple clients. You can take a look at the USA Today announcement here. This recognition demonstrates our commitment […]

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cheesecake 2

Don’t Forget National Cheesecake Day on Monday, July 30!

National Cheesecake Day is Monday, July 30, so don’t forget to take a moment out of your schedule to celebrate one of the sweet treats of summer!  

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retirement beach

Retiring In Florida: Here’s What It Really Costs To Live The Dream In 3 Different Cities

Florida is one of the best places to retire in America. But how much does it really cost for a dream retirement in the Sunshine State? We just collaborated with journalist Hillary Hoffower of Business Insider to calculate what the typical retiree really needs to stake out their place in the sun. The rules? Our […]

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