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March 2014
By Jeffrey J. Buonforte, CERTIFIED FINANCIAL PLANNER™

choosing an executorEstate planning is an important financial step, and a lengthy process. One of the final details of your estate planning is to name an executor. This family member, friend or professional serves a vital role in fulfilling your wishes, and will spend a significant amount of time and effort performing the responsibilities of this role. Choosing the right person for the job is often the difference between a seamless transfer of assets and a stressful one.

If you’re in the process for preparing for a future Read the full story


American-Opportunity-Tax-Credit-stock-image.pngBy Bob Vandenbergh, Regional President & COO

The College Board estimated that from 2013-2014, the average cost of tuition and fees at four-year public out-of-state colleges was $22,203 and $30,094 at four-year private colleges. To help offset the ever-increasing costs of higher education, it’s important that parents of college students and high school seniors are aware of the American Opportunity Tax Credit (AOTC) and how it can save them money at tax time.

The following informati ...


By Bob Vandenbergh, Regional President & COO

In an effort to manage debt, many consumers rely less on credit cards, and use debit cards more frequently to pay for purchases. Using a debit card is often a good idea, but there are instances where a credit card might be the better option. Consider the following:

should you use your credit card or debit card



A Debit Card May Be Best If…


You want to imp ...


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