As the air turns crisp and the Halloween décor comes out, October often brings another familiar scary story, the so-called “October Effect.” It’s the superstition
As the year winds down, it’s not just holiday prep and year-end planning that deserve your attention, it’s also open enrollment season. Each fall, employers
As financial advisors, we spend a lot of time talking about what you can control – your asset allocation, your estate plan, your philanthropic goals.
Filing the FAFSA might not sound glamorous, but it’s one of the most important steps families can take to make college more affordable. This single
It’s that time of year again. The school buses are rolling, your calendar is filling with sports practices and PTO meetings, and suddenly your kitchen
When your child starts driving, it’s a big milestone—both exciting and nerve-racking. Along with teaching safe driving habits and sharing car keys, there’s another important
For many households, pets aren’t just furry companions, they’re family. And just like any other loved one, you want to make sure they’re taken care
Authored by Russ Weiss, CFP® & Samantha Liss with Broadmoor Travel With global headlines shifting daily, many Americans are wondering: Is now a good time to travel overseas?
Am I covered by my health insurance if I’m traveling overseas? Do I need extra health insurance as an American traveling abroad? What happens if
As a financial advisor (and a parent) I often talk with families about the importance of financial literacy. But there’s one powerful tool that’s often
