The Psychology of Money in Marriage

By Jason Silverberg, CFP®, RICP®, ChFC®, CLU®

As the year winds down, life begins to shift gears. The trees are bare, the calendar fills with holiday parties and school concerts. Between the shopping lists and travel plans, most families start to reflect on how...

The “Messy Middle”: Financial Planning in Your 40’s and 50’s

By Jason Silverberg, CFP®, RICP®, ChFC®, CLU®

There’s a phase of life that doesn’t get talked about enough. It's not the excitement of your 20’s or the clarity of your 60’s. It's the in-between, your 40s and 50s, where life is full, fast...

When we think about wills, we usually think of documents that divide our assets—who gets what, how much, and when. But what about passing on your values? Your life lessons? The wisdom you’ve gained from decades of living, loving, failing, and growing?
That’s where the Ethical Will comes in.

What Is an...

As parents, we want to give our children every opportunity to thrive—not just in school or sports, but in life. One of the most powerful tools we can pass down isn’t something they’ll find in a textbook: it’s financial literacy. Teaching your kids about money—how to earn it, save it, spend it, and...

I hope you are all enjoying the brisk fall weather. 

As the year draws to a close, it’s the perfect time to review your financial situation and make sure you're taking full advantage of opportunities to maximize savings, reduce taxes, and set yourself up for success in the coming year. Here are some...

Hey Everyone:

During this difficult time when many of us are working from home, I wanted to pass along a few resources for you and your loved ones.



Stay Calm, Stay Resourceful and Stay Safe. Hope to see you soon!

Jason

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When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions...

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to...