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Congratulations, Graduates! Next Steps for Financial Planning

By Patrick Amey Spring is here, summer weather has begun (in many places), and graduation time has arrived.  Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, and excitement....

Got Financial Fears? 3 Ways to Calm Them

By Patrick Amey According to a recent study by Northwestern Mutual, 85 percent of American adults suffer from financial anxiety.   Unexpected expenses cause the most concern, everyday costs are a close second, followed by the fear of not being able to retire.  While...

4 Major Financial Pitfalls for College Students

By Jamie Bosse You’ve kissed your little princess goodbye and sent her off to college this year.  She was top of her graduating class, a star athlete, and the smartest “kid” you know – you are so proud.  You’ve supported her financially for the last 18 years and now...

5 Common Financial Planning Mistakes that People in their 30s Make

By Patrick Amey Turning 30 means different things to different people.  I have heard some say it’s the quickest decade of your life, mostly due to all of the changes that happen.  People move, get married, start and grow families, buy homes, change careers etc.  Below...

3 Fall Financial Goals

By Patrick Amey It can be a little boring and may require a tax accountant, but I have found that a tax projection in the fall can very beneficial.  At this point in the year, you have received more than half your income, and withheld or made more than half of your...