Savings

Student Loans

How Student Loan Repayment Fits Into a Financial Plan

Years ago most students could work a part-time job while attending college and graduate debt-free. Today, student loans are essentially a guarantee, and depending on things like financial aid, 529 plans and scholarships, a college education could end up costing hundreds of thousands of dollars. Don’t get discouraged though. With a little planning and understanding,...
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Dentist

4 Things Advisors and Dentists Have In Common

By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...
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Halloween

Facing Your Financial Fears

By: Kelley Caponigro Assistant to the Chairman & CEO With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help...
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In The News

Male Investors vs. Female Investors

Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...
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asset management

Balancing Investments with Liabilities

By: Steven M. Rogé, MBA, AIF® Director of Research and Portfolio Management Going back thousands of years, one of the very basic ways to measure was done using a Balance Scale. Simply knowing the weight on one side and loading up the other side of the scale would give the weight measurement of an item....
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COLLEGE SAVINGS

If I Knew Then What I Know Now

Jeffrey Roberto, MBA, CMFC, CFP® Director of Client Services Five years ago, my oldest child, Jeff, started high school.  My wife and I were so proud of our ninth-grader — and then we started to panic.  Not about the looming college application process, although that was stressful too.  We had suddenly realized that we hadn’t...
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Important Figures for 2012

An integral part of our planning for clients is our continuous monitoring of new thresholds that affect retirement plan contributions, Social Security taxation and Medicare premiums. Listed below are the figures for 2012. There have been a few changes in pension plan contributions for the 2012 tax year due to cost of living adjustments (COLA)...
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Medicare Primer for the “New Boomers”

Medicare Primer for the “New Boomers”, by Rosanne Roge, CFP®, CSA®, RFGSM Well, the Baby Boomers are beginning to enter the Medicare program and the momentum will be building rapidly. This is the crowd born between 1946 and 1964. As of 2011, that would make us between 47 and 65 years old. Currently, there are...
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Why Gold?….Why Now?

At a recent Investment Management Committee meeting we were discussing the importance that gold plays in our portfolios.  Over the past year, many clients have asked if we had exposure to gold.   To their surprise, we let them know that we have always maintained exposure to gold in our portfolios via investments in several mutual...
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