menu
menu
menu

Blogs

What to Do with your Tax Refund

By: Susan Daley · May 24, 2017 - 0 comments

You’ve likely already deposited any tax refund you received for your 2016 income taxes by now. But don’t buy that big screen TV just yet! First, watch my latest video on what you should be doing with your tax refund, depending on why you got it in the first place and your current financial situation.

Read complete post

Have You Got a Will?

By: Peter Guay · May 23, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. Today, I’m kicking off my new series by exploring the “why,” “what,” and “how” of having a good will in place.

Read complete post

Introducing: Common-Sense Investing with Ben Felix, MBA, CFA

By: Ben Felix · May 19, 2017 - 0 comments

The truth is easier to keep track of than a pack of lies. That’s just common sense. So is most of investing, even though many in the financial industry would have you believe otherwise. To help you separate financial facts from sales-oriented fiction – and then invest accordingly – I am pleased to host PWL Capital’s newest YouTube series: Common-Sense Investing.

Read complete post