New Blog

- Mark Colgan
Conscious Cash Flow: Your Money Well Spent

By Mark ColganEverybody talks about how to save money, but nobody teaches you how to spend it. Knowing how to use your money is an overlooked essential ingredient to financial success. It’s not only necessary but empowering. No matter whether you’re a Baby Boomer, GenX, or a young adult, you must ...Continue reading [...]

- Mark Colgan
Get Started On Your Retirement Plan

By Mark Colgan, CFPAre you getting closer to retirement? Tired of the daily grind and looking forward to some restful days ahead? Dreaming of endless trips or playing golf every day? Before you can enjoy all that retirement brings, it's important to take a hard look at your finances and make sure ...Continue reading [...]

- Mark Colgan
Figure Inflation Into Your Financial Plan

By Mark Colgan, CFPHow concerned are you about inflation? More than one in four Americans say it’s their number one worry about the economy. You see it in the grocery store and at the gas pump. Headlines trumpet the latest numbers. Americans' worries aren’t baseless. Inflation is often called a ...Continue reading [...]

- Mark Colgan
A Penny Saved is an Education Earned

By Mark Colgan, CFPSmart parents are thoughtful and intentional abouthow they cover the cost of their child’s education. You want the best for your children: to help them learn and develop, and to make their dreams come true. A college education is the foundation for a meaningful career path in the ...Continue reading [...]

- Mark Colgan
Financial Resources After Losing a Loved One

By Mark Colgan, CFPVery often losing a loved one is emotionally challenging. For some people, it is possibly the most challenging thing they will endure in their lifetime. Making matters worse, there is an added stress from the mountain of financial and administrative details that must be attended ...Continue reading [...]