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Maximize your Money

On this Thursday, December 10, Allison Berger, CFP® will participate in “Maximize your Money,” a NAPFA retirement webchat in conjunction with Kiplinger.  This event offers free financial advice to consumers…

Reduce Your Tax Bill with These 8 Steps

It’s tax time again. No the filing deadline hasn’t changed, but tax planning done now could save thousands come spring of next year. 8 Steps to Reduce Your Tax Bill Running…

Free Lunch Can Have A Very High Cost

Maybe you’ve had a similar conversation. While listening you hear, “I got a flier in the mail inviting us to a free lunch where we can hear how to get a guaranteed X% return…

5 Lessons Moving Taught Me

I recently wrote about our decision to move across town seeking shorter commutes and more time together as a family. The process was an emotional and financial roller coaster and…