Latest Posts

What It Means to Be a Financial Caregiver for Your Parents

by cehassinger on Jun 22, 2018

Finance

By Steven M. Gronceski, CFP®, AIF®
Vice President, Wealth Management

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

Who Needs A Trust?

by cehassinger on May 22, 2018

By Steven M. Gronceski, CFP®, AIF®
Vice President, Wealth Management

Ask anyone you know what kind of person would need to be concerned with estate planning, and 90% would describe the well-to-do retiree who has spent the last 40 years of life building up substantial wealth. Young people tend to think they are invincible. They don't plan on getting sick or even worse, dying. Why, then, do they need an estate plan?

Pamela A. Martin and Nicole M. Clarke earn AIF® Designation

by cehassinger on May 10, 2018

By Chad E. Hassinger, CFP®
Chief Executive Officer

Pamela A. Martin and Nicole M. Clarke recently earned the Accredited Investment Fiduciary™ (AIF®) Designation, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for clients.