Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.
Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.
09.18.2025
After years, YEARS, of being told we should prepare. Of being told we should have supplies in case the “big one” hits, or any other calamity or catastrophe unleashes itself on our community. I’ve often thought to myself, “Yeah, I need to do that,” because I would hate to have calamity or catastrophe happen and be “that guy.” Besides, what does it hurt to plan? Only not planning can hurt me.
07.10.2025
As a parent of an 18- and 20-year-old, our household has navigated lots of ideas about what path to take after high school – and how to pay for it. There are so many options! It’s an exciting time as your student explores what goals to pursue and what training or education is needed to get there. It is also time to determine the balance between your students’ goals and interests with the resources available to cover college-related expenses.