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Financial Planning

The Truth About Millennials

Posted by Financial Strategies Group in Financial Planning

Young professionals are an often-underestimated group when it comes to investing and retirement planning.   This age group of so-called Millennials are constantly depicted as a generation that is lazy, frivolous, and overburdened by debt.   Is it true? Not at all!   Millennial Americans…

Planes, Trains and Wills

Posted by Kimberly DeProspero in Financial Planning

Recently within a period of days, we received 4 or 5 phone calls from clients requesting updates to their beneficiaries, wills and trusts. Why?   The common thread was this: everyone had upcoming plans to travel overseas.   So why does flying over the Atlantic…

Peace of Mind Checklist

Posted by Financial Strategies Group in Financial Planning

If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur it can be difficult to find critical items. Organizing those items properly is a very wise use of your time.   In…

5 Tips For NEXT Tax Season

Posted by Hank Cleare in Financial Planning

I know what you’re thinking; Hank, I need help now! Why are we talking about next year already?!   Most of you are focused on gathering and preparing to complete your 2015 tax return. If you feel like this year is more difficult than other years,…