5 updates, articles, and podcasts that give you a little to think about and a lot more to smile about. 1. Charlie Buys a Bike : Kevin recently published a children’s book which is now available on Amazon! Charlie Buys a Bike is a fun rhyming story in which a little girl (his daughter Charlie) and her mom teach […] » Read More
Quote of the Quarter: “The key to fulfillment is allocation, not accumulation. What matters is not about how much time or money you have. What matters is what you do with it.” Something from our team: What’s your legacy? This fall, we’re prepared to discuss “Legacy Plans” with our clients. Of course we review administrative items like beneficiary […] » Read More
by Kevin Janiec CFP®, MBA “Focus more on your current trajectory than your current results.” – James Clear Positive Team News Jeff’s daughter, Kayla Mastronardo, has graduated from The New School in New York City Mike’s son, Will Traynor, has graduated from high school and will be attending South Carolina University this Fall Owen’s son, […] » Read More