How to Know Which Medicare Plan is Right for You

You’ve probably heard about Parts A, B, C, and D of Medicare… but what do those different parts mean and which ones do you need? You might also wonder how much it will cost and what these plans cover (and don’t). To help you understand your Medicare options, we’re sharing some information about each plan and who they are meant to benefit.

How Do Federal Interest Rates Affect the Market (and Does it Affect You)?

If you’ve been watching the news, you might be seeing a lot of headlines about the “Feds lowering interest rates again” or “interest rates at an all-time low.” To explain all of that, first, we have to talk about what an interest rate is, what the federal interest rate is, and how both affect businesses.


How to Approach Financial Aid + Planning Based on Your Needs

We work with clients and families to help them plan for an affordable college experience, one that doesn’t stress parents out or leave students with crippling debt. To help with this process, we really want to dig into the wide range of college options available… and how to narrow in on colleges where your student should apply.

Cultivating Your Financial Forest

In this year’s annual letter to its shareholders, Berkshire Hathaway CEO Warren Buffett had an eloquent yet simple perspective on looking at finances: “Focus on the forest, forget the trees.” Breaking up your finances into categories and remembering to look at the big picture makes analyzing your finances less daunting.