(888) 234-7982

Why I Don’t Want Tony Soprano as a Client

Earlier this month, I traveled to Washington D.C. with my husband and dog, Otis.  The Dimensional Fund Advisors conference was held Thursday and Friday and we stayed for the following few days to celebrate my birthday and see the city.  (See my Facebook page for the...

Last Minute College Planning

August is back to school time, and college tuition bills are due soon. If you’re writing tuition checks, you’re past the point of setting up a 529 savings plan, filling out the FAFSA , selecting a college, and applying for scholarships and financial aid....