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. What does that first meeting look like? How do we get to know somebody? And more importantly, how do you get to know us? What are we trying to achieve in that first…

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 mentality out there on many different things in life. Is that okay when it comes to your financial life? When would it be okay? And maybe when isn't it okay? First, let’s admit that running your own…

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 near an expert there (yet), but every time I go there’s places I want to go back to on the next trip. I figured I’d name my current Top 10 for anyone…

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 interest in talking to us about them too! Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves.  But who should…

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 (albeit only for one year).  It wasn’t easy getting to that level of competition because I started playing soccer much later than most kids my age.  I was 10 years old and had…