December 2024

New Year Ahead Changes and Commitments

With the new year approaching, most feel it’s a time for change and new commitments.  “I’ll start the beginning of…

Susan Gazerro

Holiday Gift Guide: Financial Gifts with a Lasting Impact

The holiday season is quickly approaching and for many that means time with family and loved ones as well as…

Carrie McPherson

Want to Retire Early? Read This First.

As a financial advisor, I have seen firsthand how much planning it takes to retire early. Deciding to leave the…

Edward Pontarelli
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