Hannah Moore: 40 Under 40 Award

Hannah Moore: 40 Under 40 Award

Hannah was recently recognized by InvestmentNews as a “40 Under 40”, an award given to individuals in the financial industry based on their accomplishment, contribution, leadership and promise. The InvestmentNews 40 Under 40 project spotlights people with “standout...
5 Facts About Elder Care

5 Facts About Elder Care

As I work with my clients, many of whom have dealt with or are dealing with aging issues, including long life planning and elder care (either their own or their parent’s), I’ve recognized several truths. I share just a few below, but I’d love to hear what you have...
Solving Higher Education Costs

Solving Higher Education Costs

Is there any hope for my child? That may be the question you’re asking after reading our first two installments about the trend of overwhelming student loan debt and how it affects the Millennial generation. There is hope! In our final post about student loans, we...
5 Problems With Student Loans

5 Problems With Student Loans

College may be one of the best economic decisions a person can make. Having a bachelor’s degree will on average increase lifetime earnings by 66% and even higher with advanced degrees. Students seem to agree; in 2015, 69% of high school graduates enrolled in a college...