5 Steps to an A+ College Plan
Worried about how to pay for your child’s college? Read my latest article on 5 steps to building your child’s A+ financial college plan.
Category: Insights
Shape Your Legacy: What Will Your Children’s Inheritance Be?
By Steve Crifasi, CTFA, CFP® Your life means more than
The Top 5 Financial Mistakes I See Small Business Owners Making
By Steve Crifasi, CTFA, CFP® Small business owners expend as
Caring for Aging Parents: Tips for the Sandwich Generation
By Steve Crifasi, CTFA, CFP® If you’re feeling overwhelmed by
Five Helpful Hints for a Happy, Healthy Retirement
Retirement can be a huge adjustment. The financial challenges alone are daunting. Don’t forget about the emotional changes, though, which can be just as challenging. But if you can tackle the personal part of retirement, along with successfully managing your money, your retirement years can be the icing on the cake of a well-lived life.
Year-End Tax Strategies
It’s that time of year! Holiday festivities might be top-of-mind for most, but it’s also important to carve out time for prudent financial moves ahead of your tax bill in 2024. In a nutshell, here’s a list of sensible tax-saving steps you can take before we say farewell to 2023.
