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Newsroom

CBS MoneyWatch: The Candidate’s Tax Plans

Both presidential candidates have announced their tax plans. Dustin Smith talks about what we might expect and how we should (or shouldn’t) react. 

Dec 10, 2021

Newsroom

CBS MoneyWatch: Affording College

College is expensive. No doubt about that. But with careful planning, you can stay ahead of rising tuition rates. Dustin Smith offers some tips to make college affordable. . 

Dec 10, 2021

Newsroom

CBS MoneyWatch: Affording Long-Term Care

Long-term care means more than you think, you’re more likely to need it than you think, and it probably costs more than you think. Dustin Smith offers some advice on how to get your financial plan ready for it. 

Dec 10, 2021

Newsroom

CBS MoneyWatch: When and How to Downsize

As you move toward retirement, it often make sense to downsize. Dustin Smith offers some pointers on how to make downsizing work for your finances.  

Dec 10, 2021

Newsroom

Paul Brahim Named to the FPA Board of Directors

 We’re pleased to announce that Paul Brahim, Managing Director — SVP, Financial Advisor, has been elected to the FPA (Financial Planning Association) Board of Directors.

Oct 11, 2020