Good News for Giving
by Shelby Holt, Client Services Specialist November 28, 2020 While 2020 has certainly been packed to the gills with challenges, there are several factors in play that set up exciting opportunities for the giver [...]
Back to School & College Funding 101
by Megan Poore, Senior Advisor Associate & Bleckley Dobbs, Director of Financial Planning September 26, 2020 Back to school looked much different this year than we are used to seeing, but of course that [...]
President’s Message – July 31, 2020
By Thomas Twombly I identify as a “grim optimist.” I don’t recall when I first heard that term used, but it instantly struck me as a perfect descriptor for my general approach to life. [...]
Changing Tomorrows
By Anthony Guzman July 31, 2020 It just doesn’t quite feel like summer this year. Maybe your plans got cancelled or, like me, you have kids running around the house while you’re trying to [...]
Why the Pandemic is a good test drive of old age
By Cass Grange June 27, 2020 In the first weeks of the shut down, I told my husband and friends that this is a good practice retirement. We are spending more time at home, alone [...]
President’s Message | April 29, 2020
By Thomas G. Twombly Like many people recently, I’ve spent some time thinking about what’s important as we grope our way through this unnerving new existence. I’ve wondered what lessons we might draw from [...]