Blog Series

April 27, 2016


Prince, the iconic singer-songwriter, musician, artist and seven time Grammy winner passed on April 21, 2016.  His death conjures up nostalgic memories, but also makes us question what effect we will leave when we die.  What will be our impact and how can we make sure the people we love are taken care of.


 We asked our senior financial advisor, Marie Deary, “Why do we appreciate and mourn all artists like Prince so dearly? Could it be because they helped us understand ourselves better by asking...

April 14, 2016


In the beginning stages of dating, the financial history of the other is ultimately none of your business. However, when you begin to progress past a few dates, and it’s clear you may be beginning a relationship, the subject of how one handles their finances is a necessary topic to cover.


According to a Love & Money study by TD Bank, where 1,339 persons who are married, engaged and in a relationship were surveyed, most respondents reported arguing about money. Thirty-six percent of millennials repor...

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Featured Posts

Ask Marie: That Could Trigger an IRS Audit?

June 25, 2016

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