Financial Advisors

Uncover New 401(k) Opportunities

By Todd Perry, CFP, CIMA, CPWA / July 7, 2021

Open a 401(k) account, save pre-tax dollars into the plan, set on autopilot. These are the simple steps we usually encounter when working with investors […]

The K Bella Story: with Kristan Sayers

By EWM / June 18, 2021

Kristan Sayers shares her inspiring story of starting out as a hair assistant to owning and operating one of the most successful hair and beauty spas in the area. Her personal gratitude flows over in generosity to her staff and community.

People conversing at a table

Is a Financial Planner Worth the Expense?

By Todd Perry, CFP, CIMA, CPWA / June 14, 2021

It seems everywhere we look today, there is cost; mortgage payment, grocery bill (diapers, again?), car expenses, the streaming subscription and the list goes on. With more time being spent at home, we cannot forget the sticker shock that comes with any kind of home improvement project today! Which leads to the question of, “where can I cut costs” when reviewing your overall financial picture.

People holding hands

Loving Conversations: Long Term Care

By James A. Plaskey, Jr., CFP® / June 1, 2021

It is never too early to discuss long-term care options with your loved ones. The possibility of needing long-term care exists for every person, yet, why is it often difficult to have that conversation with elderly parents or aging loved ones?