During this part of the year I always like to go over college funding. It’s the time of year when kids are finding or have found out where they will be going to college in the Fall. As a parent I think it is important to know what your options are and what the current […]
WHO REALLY GETS YOUR MONEY? It may not be who you think. Proper beneficiary planning is essential! Most people I meet with don’t know how beneficiary designations work. They just don’t know what they don’t know. Without proper beneficiary designations, your money may go to someone you don’t want to have it! That could be […]
Presidents day is a day for remembering not only our forefathers, but all the presidents since. I thought it would be fun to share some interesting facts with you for this President’s Day. 1) Originally, Presidents’ Day was known as Washington’s Birthday and honored our first commander in chief. However, after the Uniform Monday Holiday Act […]
About Sara Seasholtz, CFP®
Sara Seasholtz, CFP®, shares her financial insights and wisdom helping generations of families and small businesses realize greater financial independence, enjoyment and reward.
generations of trust…decades of knowledge…since 1979