Click here to listen to our Coach’s Corner segment where we discuss all things gifting. Click here for the full Untucked Episode 84. You can also listen to the full episode on Spotify, Apple, or Google podcasts. Untucked Episode 84 – Gifting Jeff Mastronardo: [00:00:00] What we got, Meg Coach’s Corner Meghan Tait:. We’re gonna […] » Read More
Click here to listen to our Coaches Corner segment where we discuss what different generations look for in financial advisors Click here for the full Untucked Episode 83. You can also listen to the full episode on Spotify, Apple, or Google Podcasts. Episode 83 What Different Generations Value Meghan Tait: [00:00:00] So today we are going […] » Read More
EPISODE 82: EMPATHY AND WHY IT’S IMPORTANT DURING DIFFICULT COVERSATIONS Click here to listen to our Coaches Corner segment where we discuss empathy and it’s importance in our regular conversation with clients Click here for the full Untucked Episode 82. You can also listen to the full episode on Spotify, Apple, or Google Podcasts. Ep 82 […] » 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
Quote: “There’s magic in breaking down big, hard, scary goals into attainable pieces. ‘What’s the next smallest thing I can do?’ That’s the question you’re trying to answer.” – Carl Richards, author of The Behavior Gap Book As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, […] » Read More
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Fee-only Financial Planning; Retirement Income Planning; Asset Allocation and Investment Management; Estate and Legacy Planning; Charitable Gifting Strategies; Education Consulting; Tax Planning; Insurance and Survivor Needs Analysis; Retirement Benefits, Social Security, Pension, and Medicare/Medicaid Planning