Use Your Tax Refund To Grow Your Nest Egg

According to the Internal Revenue Service, the average tax refund for 2015 was $3,120. It is forecasted that the average tax refund will be even higher for 2016.1 Continual increases in tax refund amounts indicates that many individuals are paying the government money that they could have benefited from throughout the year if their finances […]

FAFSA: Is It Worth Your Time?

Absolutely. For most parents, college funding is central to your financial life. It is one of the largest investments you’ll make as your child becomes an adult. You’re expecting to pay for four years of college, but don’t be surprised if extra time is required for your child to complete his degree. He may even […]

Did You Know That Your Child Could Graduate from College Only to Discover That a Robot Has Filled Her Dream Job?

How can you prevent this from happening? Anticipate and act now. Reexamine the career plan you are designing with your child. As you help her determine a viable career path, factor in the acceleration of robotics.   Technology is devaluing education Automation and big data will affect jobs across industries for a wide range of […]

Make the Move

Now is an even better time to become our client. Charles Schwab & Co. Inc., (“Schwab”) with whom we custody our clients’ assets, has announced a limited-time trading promotion for new-to-Schwab clients. Eligible accounts opened by December 31, 2016 will receive commission-free equity and ETF trades for 12 months, so these trades we make as […]