Elder Abuse

Posted by & filed under Financial Education.

As many of our clients age into their golden years, we remain committed to providing them the best service and financial guidance possible. Sometimes that takes on a new meaning if we have concerns about cognitive abilities and/or someone being taken advantage of by a friend, family member, or other trusted advisor. Financial exploitation of… Read more »

Smart with Money Fair – Volunteers Needed!

Posted by & filed under Uncategorized.

  The 4th annual Marshfield High School Smart with Money Fair will be held March 7th and 8th, and for the first time, will be open to the entire senior class at Marshfield High (350 students) ! This is an incredibly educational event that teaches students lessons in personal finance such as: budgeting saving not… Read more »