I try to provide educational articles throughout the year to help you make sense of financial planning, so you can secure the best possible future for yourself and your family. Now, as we approach Thanksgiving and the holiday season, I want to take a moment to give thanks. Thank you to my clients for your […]
My wife and I tried to do all the right things when it came to college planning. We started saving early on, opened 529 accounts, began campus visits when my daughter, Abby, was a freshman in high school, and signed up for her SAT training well ahead of time. But still, Although we feel very […]
(Written 10/1/14) Now that the school year has started again, I’ve been thinking a lot about how my wife Sally and I can help our son, Clay, to be as successful as possible in the college application process. After all, he just started the all-important sophomore year in high school, and with our daughter Abby […]
It seems like I blinked, and our oldest child, Abby, went from a newborn to college. I still can’t believe this major family milestone has come and gone, and let me tell you, it’s been a whirlwind of emotions. As we got Abby settled in on move-in day, I couldn’t help but notice that there […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)