The last thing you may want to think about when a loved one passes is financial matters. Managing the finances of someone who has died may seem overwhelming if you … Continued

President of Planning Alternatives, Nathan Mersereau, CFP®, and Advisor, Angelo Leslie, discuss why the “Money: Is It Black or White?” initiative is important to community and the firm. IN 2018, … Continued

We have an aging population, by 2030 all baby boomers will be over the age of 65. The number of Americans age 65 and older is projected to more than … Continued

Filing for Social Security benefits may be one of the most important financial decisions you make. It’s also one of the hardest. The variables to consider include longevity, continued employment … Continued

While we appreciate the trust our clients place in us to care for their wealth, we are always looking for ways to help others grow in their financial literacy and … Continued