Refinance Blog photo

Should You Refinance Your House Now? Here is my financial tip of the month!  Make sure you check mortgage rates to see if you should be REFINANCING now!  Rates fell precipitously last year and then popped up.  Now they are giving you another chance to lock in these low rates

saving for college

A great article on facts about financial aid eligibility. Check it out HERE Enjoy!

wealth advisors featured in forbes article

We are honored to be quoted in Forbes about one of the innovative strategies we are using in our back office to increase transparency into our successful time-tested investment process. The Core+ methodology™  uses academics, and the peer review process to filter and test the best ideas from academia. We