Investing 101 – Back to the Basics

Jarrett B. Topel | Blog Link

Sometimes we all need a good reminder of the basics.  When I talk with friends, family and clients about investing and financial planning,... Read More »

Podcast Episode 45: New Year's Financial Resolutions

Jarrett B. Topel | Podcast Link

In this episode we discuss financial resolutions for the new year

Top 5 Financial Errors Couples Make When Divorcing

Gavin L. DiStasi | Blog Link

I recently gave a workshop for couples who are considering divorce and was asked “what are the biggest financial errors couples make when... Read More »

Year-End Tax-Planning Strategies

Jarrett B. Topel | Blog Link

As we come to the end of another year, it is time once again to starting thinking about taxes.  And while most of us would prefer to put... Read More »

Podcast Episode 44: Hopeful

Gavin L. DiStasi | Podcast Link

In this episode we discuss what we're thankful and hopeful for in this holiday season

The Not MS Ride Wrap Up

Gavin L. DiStasi | Blog Link

Normally this time of year, I would be writing a post-mortem blog post about our recently completed MS Ride: Waves to Wine charity event in... Read More »

Podcast Episode 43: Reverse Your Thinking On Reverse Mortgages

Jarrett B. Topel | Podcast Link

In this episode we discuss the pros and cons of reverse mortgages

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