Sandwiched Between Moments: Finding Balance When Taking Care of your Parents and Kids

By Shawn Covarrubias, AIF, Vice President, Operations “It’s only a moment in time.” This is what my father has said to me over the years if I complained about having to do something. My parents have always taken great care of me. They had always been my pillars of strength — until one day

2018-11-26T22:54:50+00:00November 26th, 2018|Generations|

Strength-train Your Financial Muscles by Creating Good Habits

By Jennifer Olson, CFA, CIPM, CFP®, Senior Financial Analyst — Seven years ago, I dated a guy whose food budget was $25 a week. What?!? How can someone live on that budget? People wondered why I would date a struggling 25-year-old part-time college student who was working full-time to send himself to college.

2018-11-02T00:17:52+00:00November 1st, 2018|Generations|

You Will Go to College

By William Pugh, CFP® Vice President Wealth Management — “You will go to college” — William Pugh, Sr. As typical baby boomers, my parents grew up in a time when college was not an option for them. They were high school sweethearts, started a family young, worked hard at their respective blue-collar and civil-service jobs...

2018-11-01T17:20:16+00:00July 27th, 2018|Generations|