The New Widow/Widower Financial Planning Checklist

Losing a spouse is one of the most impactful and emotionally stressful life events that a human being can experience.  Even when the loss is expected, the level of emotional and pragmatic disruption can be profound.  A lifetime of shared decisions and shared finances has now concluded and must be rebuilt. ContactsContact the children’s school… Continue reading The New Widow/Widower Financial Planning Checklist

A Realistic Guide to College Prep and Selection

Junior year in high school is the most important time to begin your child’s college prep and selection journey. To begin, it’s important to identify the roles and duties of the three major players in this journey (the counselor, the parents and the student). The Role of the Counselor Advise parents and students in the… Continue reading A Realistic Guide to College Prep and Selection