3rd Quarter 2023 Newsletter Oct 10, 2023 Categories Quarterly Newsletter Les Irby CFP® AIF® Read More
2nd Quarter 2023 Newsletter Jul 10, 2023 Categories Quarterly Newsletter Les Irby CFP® AIF® Read More
1st Quarter 2023 Newsletter Apr 15, 2023 Categories Quarterly Newsletter Les Irby CFP® AIF® Read More
Golf & Finance: Control Dec 22, 2022 Categories Investing Financial Planning Dan Jackson CFP® Read More
Are I-Bonds Right for You? Jun 15, 2022 Categories Financial Planning Investing Brett Roper CFP® AIF® Read More
Roth vs. Traditional Retirement Savings: Which one is right for you? May 23, 2022 Categories Financial Planning David Tebor CFP® AIF® Read More
Building Credit as a Young Professional Mar 23, 2022 Categories Financial Planning Danny Larrabee CFP® Read More
4th Quarter 2021 Newsletter Jan 11, 2022 Categories Quarterly Newsletter Les Irby CFP® AIF® Read More
Child Care Options for Your Growing Family Dec 16, 2021 Categories Financial Planning John Wolff CFP® AIF® EA Read More
'Tis the Season for Charitable Giving! Nov 8, 2021 Categories Financial Planning Liz Clough CFP® AIF® Read More
3rd Quarter 2021 Newsletter Oct 12, 2021 Categories Quarterly Newsletter Les Irby CFP® AIF® Read More
Renting vs. Buying as a Mid-Twenties Investor Sep 7, 2021 Categories Investing Financial Planning David Tebor CFP® AIF® Read More
Don't Ignore the Importance of Estate Planning Aug 17, 2021 Categories Estate Planning Financial Planning Liz Verdi CFP® AIF® Read More
2nd Quarter 2021 Newsletter Jul 9, 2021 Categories Quarterly Newsletter Investing Les Irby CFP® AIF® Read More
What Is a Hokie Anyway?? Jun 25, 2021 Categories Education Financial Planning Nicole Mongeon CFP® Read More
To Pay or Not to Pay?... Off Your Mortgage Early Jun 4, 2021 Categories Investing Lifestyle Dan Jackson CFP® Read More
1st Quarter 2021 Newsletter Apr 27, 2021 Categories Quarterly Newsletter Investing Les Irby CFP® AIF® Read More
The Battle Known As Lifestyle Creep Apr 26, 2021 Categories Lifestyle Retirement Liz Clough CFP® AIF® Read More
Protect Your Furry Loved One (and your wallet) Mar 29, 2021 Categories Lifestyle Insurance John Wolff CFP® AIF® EA Read More
4th Quarter 2020 Newsletter Jan 4, 2021 Categories Quarterly Newsletter Investing Les Irby CFP® AIF® Read More
Growth vs Value: Taking a look into two fundamental investing approaches Jan 4, 2021 Categories Investing David Tebor CFP® AIF® Read More
Household Employee Taxes: Pod Learning Edition Dec 8, 2020 Categories Taxes Lifestyle Education Liz Verdi CFP® AIF® Read More
Blast from the Past Sep 28, 2020 Categories Investing Newt Pendleton CFP® AIF® Charlie Rembert CFP® AIF® Read More
Investing during a Bear Market May 11, 2020 Categories Investing David Tebor CFP® AIF® Finance Read More
Don’t let diminishing mental capacity leave you at risk Sep 16, 2019 Categories Planning Health John Wolff CFP® AIF® EA Read More
Why I Chose to Cut the Cord on Cable TV! Jul 12, 2019 Categories Lifestyle Budgeting Brett Roper CFP® AIF® Read More
Tax Advantages of 529 Plans May 3, 2019 Categories 529 Education Financial Planning Taxes John Wolff CFP® AIF® EA Read More
1st Quarter 2019 Newsletter Apr 12, 2019 Categories Quarterly Newsletter Les Irby CFP® AIF® Read More
Don't procrastinate - Check your beneficiaries! Apr 5, 2019 Categories Financial Planning Insurance Liz Verdi CFP® AIF® Read More
