Resources and Stories for Real People

Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

Visualizing Goals for a Confident Financial Future
Blog
Allison Vanaski, CFP®

Visualizing Goals for a Confident Financial Future

“THERE’S NO SCARCITY OF OPPORTUNITY TO MAKE A LIVING AT WHAT YOU LOVE. THERE IS ONLY A SCARCITY OF RESOLVE TO MAKE IT HAPPEN.” – Wayne Dyer, author and new-age thinker This past year we (Walter and I) wrote a book, “The Millionaire Within”. We are proud to announce that it has been published and that it is available for sale

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Fast Times- Evaluate Your Commitments as Often as Your iOS
Blog
Walter Wisniewski, CFP®

Fast Times: Evaluate Your Commitments as Often as Your iOS

All we have to do to create the future is to change the nature of our conversations, to go from blame to ownership, and from bargaining to commitment, and from problem-solving to possibility. Peter Block, American Author Remember the days when you were young and saved your money to buy something you really wanted? When you brought it home it

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Emotional investing
Blog
Allison Vanaski, CFP®

Saving for Retirement as a High-Income Earner

If you are a high-income earning professional, you may need to take additional steps to ensure you are saving enough for retirement. Many investors find that maximizing their company retirement plans may not be enough. You want to make sure you are saving enough in your income-earning years to maintain a similar lifestyle in retirement. Here are some tips to

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Bulls and Bears | Investment Advice
Blog
Allison Vanaski, CFP®

Bulls and Bears, Trade and the Fed: Advice for the Head Scratchers

As an investment advisor and partner to our clients, it is our responsibility to put stock market and investment news in proper perspective. While the media is reporting daily on market fluctuations and speculating on what might happen in the short term, it is our duty to help guide you through the ‘noise’ and stay focused on what truly matters

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Financial planning after divorce
Blog
Walter Wisniewski, CFP®

A Client’s Journey: The Challenging Decision to Divorce Your House When You Divorce Your Spouse

The clients we encounter and develop relationships with come from all walks of life. Each person’s story is different. As is the case with all things, not everything is as it seems from a distance. This is an important thing to be cognizant of, especially as financial advisors and planners because it is our job to identify what we can

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

Begin Your Journey

Our initial discovery meeting is complimentary and  gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.