Financial Planning

Tips For Surviving College Planning Together

Posted by Kimberly DeProspero in Financial Planning

Spring is here! For Floridians, it’s a bit of an anticlimax because we live in perpetual summer (ha!), but for our Northern friends, it’s a time where flowers bloom, birds chirp, and college campus tours are in full swing.   Did I say, ‘college?’ I…

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,…

How To Survive The Holidays Financially

Posted by Kimberly DeProspero in Financial Planning

It’s the most wonderful time of the year…or is it?   Are you weighed down by the pressure and busyness of the season?  Do you feel obligated to spend and give beyond your means?   Don’t. The holidays come every year, and so do January…