Articles & News

Women and Estate Planning Basics

March 8, 2018

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That’s important because it means that there’s a greater chance that you’ll need your assets to last for a longer period of time and a greater need to plan for incapacity.…

Read More

A Brief Update: The Return of Market Volatility

February 7, 2018

For those who read our recent Business Journal article “Risk Doesn’t Sleep” – I really was not trying to bring on volatility with a discussion of risk, and I hope it’s reappearance is only temporary. However, we certainly do not believe the nature of the stock market as it relates to risk has changed. Returns…

Read More

Welcome to W3 Jean DeAngelo & Ryan Glinn!

January 31, 2018
Read More

What is the difference between a W-2 form and a W-4 form?

January 4, 2018

You probably know that Forms W-2 and W-4  are related to income taxes. And chances are  you’ve filled out a W-4 form at least once and have received a W-2 form from your employer every year. But do you really understand the purpose each form serves? Simply put, your employer uses the W-2 form to…

Read More

A Crash Course in Required Minimum Distributions (RMDs)

October 12, 2017

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the minimum amount from your IRA or…

Read More

And Baby Makes Three

August 31, 2017

So you’re going to have or adopt a baby. Congratulations! Parenthood may be one of the most rewarding experiences you’ll ever have. As you prepare for life with your baby, here are a few things you should think about. Reassess your budget You’ll have to buy a lot of things before (or soon after) your…

Read More

Caring for Your Aging Parents

July 6, 2017

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live…

Read More

The Sandwich Generation: Juggling Family Responsibilities

June 29, 2017

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’ve joined the…

Read More

Living with Your Parents: Should You Stay or Should You Go?

June 15, 2017

You’re an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. Not surprisingly, there are pluses and minuses to either option. Do you have a choice? If you’re right out of school or between jobs, you…

Read More

If you give your student a dollar, they are going to want five: Budget education for young adults

May 18, 2017

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting 101 Perhaps your child already…

Read More

Redirection Notice

You have clicked a link that will redirect you to 3rd party website.

You will be redirected to

Click the link above to continue or CANCEL

FINRA Broker Check