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Articles

Elderly woman doing yoga in a park
Jeremy Bossio | Apr 18, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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familyfinance
Jeremy Bossio | Apr 11, 2022

5 Things to Teach Your Kids About Finances

Education
Family
Savings

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the

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affection-brunette-dog
Jeremy Bossio | Apr 4, 2022

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

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living-room
Jeremy Bossio | Mar 28, 2022

Finance Home Costs

Finance
Property
Real Estate

There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home

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Jeremy Bossio | Mar 21, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Hands holding a small wrapped present
Jeremy Bossio | Mar 14, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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young-professional
Jeremy Bossio | Mar 7, 2022

Top 5 Things 20-Somethings Need to Do

Education
Savings
College
Lifestyle
Finance

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

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woman-finance
Jeremy Bossio | Feb 28, 2022

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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Jeremy Bossio | Feb 21, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Two older businesspeople looking at a tablet screen
Jeremy Bossio | Feb 14, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Desk&Plant
Jeremy Bossio | Feb 7, 2022

Benefits and Risks of Purchasing Investment Property

Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but

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Stock Keys
Jeremy Bossio | Jan 31, 2022

Are You Ready to Purchase Investment Property?

Real Estate

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you

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