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Protecting Your Identity: Understanding The Risks of Social Security Number Data Breaches
The security of your personal information is more important than ever and it’s crucial to understand the risks and be proactive.

Suzanne M. Antonelli, CFP®
Mar 3


Small Business Owners: Have You Filed Your BOI Report?
Companies are now required to report the individuals who own or control the entity and failure to comply results in costly penalties.

Suzanne M. Antonelli, CFP®
Aug 22, 2024


Leftover 529 Assets? Fund a Roth IRA!
A 529 account is a great, tax-efficient way to save for college expenses. Remaining 529 funds can now be used to fund a Roth IRA.

Chelsei J. Latsch, FPQP®
Jun 12, 2024


5 Strategic Financial Moves Post-Tax Season
Consider these five essential tips to leverage your current tax situation into a springboard for future financial growth.

Melissa Fradenburg, AIF®, CDFA®
Apr 16, 2024


Spring Cleaning for Your Finances
Dive into a spring cleaning for your finances, ensuring you step into the season with a refreshed and organized financial outlook.

Melissa Fradenburg, AIF®, CDFA®
Mar 15, 2024


Opening An HSA Today Can Help Keep Retirement Healthcare Expenses At Bay
Healthcare will likely be one of your largest expenses in retirement. A Health Savings Account (HSA) is a tax-free way to start saving now.

Chelsei J. Latsch, FPQP®
Nov 18, 2020


New Job? Don't Leave Your Money Behind
Were you contributing to a 401(k) or 403(b) before you decided to leave an employer and start a new job? Don't leave your account behind!

Chelsei J. Latsch, FPQP®
Oct 7, 2020


Unexpectedly Single
Advice from women who successfully navigated divorce, death, and the grieving process to reinvent their new normal.

Suzanne M. Antonelli, CFP®
Jun 24, 2020


Employers: Take Advantage of Tax-Free Student Loan Repayment Before It's Gone
A lesser known provision of the CARES Act allows employers to offer tax-free aid to employees to help them pay back their student loans.

Chelsei J. Latsch, FPQP®
May 13, 2020


Childhood Comes With An Expiration Date
Graduation season is approaching; your children and grandchildren are preparing to graduate from high school and are ready to launch into...

Suzanne M. Antonelli, CFP®
May 10, 2020


Some Good News: How The CARES Act Helps Student Loan Borrowers
The CARES Act offers relief and in some cases opportunities for student loan repayment.

Chelsei J. Latsch, FPQP®
Apr 15, 2020
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