Planning matters

Punxsutawney Phil and your Financial Planner

Today marks Groundhog Day, the only day of the year where we relinquish our meteorological forecasting to a precocious rodent. Punxsutawney Phil, the famed groundhog who annually graces us with his presence at Gobbler’s Knob, helps determine whether we’re in store for 6 more weeks of Winter or if Spring is on its way. You…

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Are Your Resolutions Looking a Little Different this Year?

We spend a lot of time talking to clients about their upcoming goals for the short, medium, and long term. Many involve some financial aspect: remodeling the kitchen, paying for college, taking a dream trip, replacing a vehicle, paying off debt, early retirement. Having a clear idea of how much a goal will cost and…

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9 Things to Consider Before Becoming an Airbnb Host

As we’ve started to think about ways to escape from our daily environments, the idea of having an Airbnb rental to retreat to has become more appealing. It seems relatively easy to find ones that are close by and don’t require having to navigate an airport or other potentially risky situations posed by the pandemic….

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Tips for Managing Your Credit Score

Accessing credit on reasonable terms is a key factor in managing our financial lives. Mortgage lenders, credit card issuers, cell phone carriers, etc. consider your credit score is as part of your overall financial picture as it helps the lender manage their risk. But what goes into that number? As a starting point, your credit…

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FAFSA: The Key Piece of the College Aid Puzzle

The Free Application for Federal Student Aid, better known as the FAFSA, is your one-stop-shop for applying for federal, state, and even university aid. Types of aid include grants, scholarships, student loans, and student employment. If you or your children are thinking of attending a college or university in the next academic year, now is…

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