Financial Aid 101

Posted by on Jan 14, 2016 in Blog |

With the turn in the calendar year comes a new FAFSA form for the 2015 year.  FAFSA stands for ‘Free Application for Federal Student Aid’, and if you are a parent with a college student, you are unfortunately very familiar. The financial aid process can be overwhelming and cumbersome for many. However, there are some basic elements, which, if understood, can help simplify the process and help parents have a better understanding of the financial...

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Millionaire Make Up

Posted by on Jan 14, 2016 in Blog |

As a financial advisor for the last twenty years I have had a lot of conversations with clients about financial success. Most folks I speak with will often joke about how quickly I can make them into millionaires. “Next week, maybe?” ,they ask. “ Can you help me retire…… by Monday ?” For many, financial success is an elusive concept, one only the brightest of the bright, or luckiest of the lucky will ever achieve. They resign...

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Fig Financial – October 2015

Posted by on Oct 14, 2015 in Blog |

A common question faced by retirement savers is which type of retirement plan should I be using? After all, there a many offerings and often times investors are confused between the differences . Most savers often have limited dollars to earmark for their retirement goal and want to be sure they are taking full advantage of all the possible benefits available. Take the “ Roth IRA / 401(K)” debate. These are two different retirement plans...

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Financial Backpack

Posted by on Aug 1, 2015 in Blog |

One of my favorite activities when the weather warms up is backpacking. I recently returned from a trip to the Shenandoah National Park where our group covered 30 miles in 4 days on the trail. I enjoy both the challenge and the solitude of being on the trail. The simplicity of having all that you need to sustain yourself, strapped to your back, is calming in a strange way.  Luxuries create complexities. How much simpler can life get than food ,...

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Fig Finance – April 2014

Posted by on Apr 21, 2014 in Blog |

In honor of the Spring Food Issue of Fig, I thought I’d share some lessons from the kitchen that may help with your investing. As I child I loved visiting my grandmothers. I was fortunate to have two grandmothers, the ‘fun’ one and the ‘other’ one. Many times my fun Grandmom would bake when I was there. She made cookies, brownies and a variety of other baked goods. You can picture the scene with all the raw ingredients spread around the...

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Fig Finance – February 2014

Posted by on Feb 14, 2014 in Blog |

Welcome to Fig Finance, a new blog about all things financial. I am looking forward to sharing helpful tips and ideas in the area of finance to help you better your life. I enjoy my regular trips to the gym. However, come January, it’s resolution time, the crowds roll in, parking is at a premium and regardless of when I arrive, I need to wait for a machine. I do my best to find alternatives when possible. Today however, was different. It was...

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