As a financial advisor, my role goes far beyond crunching numbers and recommending investments. It’s about understanding your values, your goals, and especially your perspective on money…

Recently a client assumed the role of caretake for her mother. The mother had recently gone into assisted living so the daughter sold the home to generate cash to help pay for some of those expenses. She asked us how she needed to invest the money. She needed quick…

If you’re asking yourself whether it’s worth applying for financial aid, the answer is YES—no matter your family’s financial situation. Many believe financial aid is just for those with major need, but that’s not the whole story. Applying for aid is a smart move for…