Are You Avoiding Retirement?
There’s really one main question that comes to us, but it comes in many forms. We will hear “did I save enough?” or “I’m...
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Soaking Up the Last Bits of Summer in Holden Beach, NC
After being home-bound for most of 2020, Adam and his family decided they were long overdue for a beach vacation and...
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Our First Year Of Podcasting
Can you believe it’s been an entire year since we started our very own podcast, A/B Conversations: CFP® Your Way Out Of...
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What Does The Initial Meeting With Us Look Like?
We're taking on new clients and we want no one to have any misconceptions about how we go through that courting process...
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Financial Planning: The Problems With Doing It Yourself
We see self-diagnosing from time to time with clients, families, and friends of ours. There is a do-it-yourself...
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Have I Convinced You to Plan a Trip to the Finger Lakes Yet?!
This is the third time I’ve been up to the Finger Lakes region, staying once on Seneca and twice on Keuka. I’m nowhere...
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Tips For Grandparents Funding College Costs For Their Grandchildren
Our clients get excited when talking about their grandchildren. We get excited when they ask questions and express...
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My Daughter's First Soccer Camp
Growing up I had a passion for soccer and aspired to play Division I in college, which I did at Duquesne University...
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The "Need To Know" On Advanced Child Tax Credit Payments
Starting this week, another form of government stimulus starts for families with children who fall below certain income...
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Lessons From Wilderness Travel
I know many people really enjoy nature, hikers, campers, mountain climbers. I also know a lot of people who would cringe...
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Whirlwind In The Housing Market
2020 and the first half of 2021 has definitely been a seller’s market for houses. There aren’t any complaints when...
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Tips and Tricks For Grandchildren That Are Starting Out
What’s one thing that people don’t typically want to bring up in casual conversation because it usually leads to some...
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