taxes

CollegeWise Webinar – Harvard, Stanford or Bust

2018-10-10T13:39:15-05:00October 10, 2018|Categories: Resource Center|Tags: , |

Harvard, Stanford or Bust – a Webinar

Just what does it take to get into the top colleges and universities in the country? How do you identify the school that’s the best fit for your student? On October 24th, join us for a webinar with CollegeWise, the nation’s largest college counseling organization. We’ll debunk college admission myths and show you what the college admissions process looks like from the inside. We’ll also give you an overview of college savings options and how you can begin to financially prepare for your student’s amazing college adventure. Register here: http://bit.ly/2zU5AgA

Choosing a Financial Advisor: What to Know Before You Invest

2018-06-28T10:24:44-05:00June 28, 2018|Categories: Resource Center|Tags: , , , |

Choosing a Financial Advisor:  What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you’ll ever make, and the quality of this advisor’s advice could heavily influence your long-term financial success. Consider these things before making your selection. http://bit.ly/choosing_advisor

Tax-Time Planning

2018-03-13T11:19:21-05:00March 13, 2018|Categories: Resource Center|Tags: |

Tax-Time Planning

While the word “taxes” may not be on the top of everyone’s list of favorites, April 15th will be here before we know it. With some forward-looking preparations, managing your taxes doesn’t have to be such a drag. Finish off your 2017 return and strategize for 2018 with our latest presentation, Tax Time Planning.

Go to Top