Latest Posts

Want Your Kids to go to College? What Should You Really Expect?

by Andrew Carillo on Dec 31, 2018

It’s no secret to any parent with aspirations of sending their children to college that the cost of doing so is quickly inching beyond the reach of even the most affluent families. According to the College Board, which surveys college pricing annually, the average cost for an in-state public college in 2013-2104 is $22, 826, and $44,750 for a private college.

Planning for the Long, Long Term

by Andrew Carillo on Dec 28, 2018

Most people looking to implement a financial plan are making decisions with the long term in mind. While what long term means tends to vary depending on factors like age, individual and family goals it’s safe to say most planners and their clients would agree that long term is usually measured in years, not months.

Financial Management Tips

by Andrew Carillo on Dec 21, 2018

There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available.

Unfortunately, those apps and software programs can only do what you set them up to do. And all the apps and software products in the world will make no difference in your financial situation if you don’t do the following:

10 Ways to Save Money

by Andrew Carillo on Dec 17, 2018

While it may not seem so, there are a lot of painless ways to save money. Not just for those who have a limited cash flow, but also for those with plenty of surplus cash who will appreciate ways to cut back on monetary waste.

Here are just a few things you can do to save:

Top 5 Things 20-Somethings Need to Do

by Andrew Carillo on Dec 10, 2018

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect. Here are a few suggestions to help you get started: