Rob’s Blog

Financial Aid Tips for Families

We might be able to add a third certainty to life; in addition to death and taxes we can be certain that college is always going to get more expensive.  In addition to getting more expensive, the financial aid process can seem confusing and complicated.  In order to fulfill our obligation as your friendly neighborhood […]

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Which Financial Documents Should You Keep On File?

…and for how long? You might be surprised how many people have financial documents scattered all over the house. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life. Organization will help you, your advisors …. and even your heirs. Take an hour or two to […]

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