Financial Literacy

Written by:  Marilee Falco, CFP®, ChFC The dictionary’s definition of financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. If you are one of our...

Creating New Habits

Written by:  Elissa Wurf “We are what we repeatedly do.  Excellence is not an act, but a habit.”   Will Durant, summarizing a key idea from Aristotle’s Nicomachean Ethics This final post in our blog series on goals will address creating new habits, the way you...

Annual Client Survey Results for 2017

Written by:  Adrienne Martin We are very grateful to those who participated in our annual client survey at the end of 2017 and wanted to take a moment to update you on the findings. As always, we will use the insights gained through the survey to guide our initiatives...

Have Your Cake and Eat it Too with the New Tax Law

Written By: Elissa Wurf February 2018 offers a unique opportunity. Sometime this month, for most companies, the new withholding tables will come into effect for the calculation of federal income tax withheld from paychecks. According to these tables, which were...

Tactics for Accomplishing Goals

Written By: Elissa Wurf “A goal without a plan is just a wish.” -Antoine de Saint-Exupery We wrote in a previous post about the characteristics of a good goal and the benefits of setting goals that put you on track to achieve them.  In this post, we’ll...

Setting Goals

Written by:  Elissa Wurf   With the beginning of a new year generally come resolutions – and lots of them.  Statistics suggest that most resolutions are abandoned within a very short time, some within the first week of January.  And in some cases, that’s probably...