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Financial Aid Tips & Strategies

The 2022-2023 academic year is quickly approaching. Do you have the legal documents in place to help support your child? This blog is a collection of important tips from Frontier Wealth Management on which documents to have and why. Below are the top three documents to have handy for your student from Frontier Wealth Management and Clark.com. Click here to read Frontier Article. Click here to read Clark.com Article. A HIPAA Release Form — This document will allow healthcare providers

College Savings Guide

Taking steps now to save for you or your child’s education is one of the wisest financial decisions you can make to help support a bright future. This blog covers important information from Capital Group – American Funds about college savings accounts and strategies that will guide you.  What are the benefits of starting a 529 savings plan? Tax advantages – Tax-advantaged treatment applies to savings used for qualified education expenses. State tax treatment varies. Flexibility – You (the account owner), rather than the beneficiary,

Financial Knowledge

understanding your financial paperwork

Do you have someone in your household who traditionally “takes care” of the bills, or is “in charge” of your finances?  When meeting with potential clients, all else being equal, I will hear that there is one person who is the “go to” for all things financial. This may be because they have an interest or aptitude in that area, or they’ve just had that responsibility allocated to them in the division of household duties. Though it is encouraging to hear

The importance of basic building blocks of a solid financial plan

Last week I met prospective clients who were interested in discussing retirement strategies and various types of investments.  They told me that “now that things are getting back to normal, it’s time to start planning again”. Both were young professionals and had substantial savings.  During an initial meeting I will review the overall financial situation and discuss goals both near- and long-term.  Part of this meeting also involves me asking about various insurance coverages and legal documents (I never give legal

Plan B – Building Resilience

Resilient: Capable of withstanding shock without permanent deformation or rupture; Tending to recover from or adjust easily to misfortune or change.From Merriam-Webster Yesterday my coach told me that her mantra for this month is “resilience”.  She explained – in her training, there are days where it seems like all goes well, and others where for a multitude of reasons it may not.  However, if she has a plan in place, she can adjust to absorb these “shocks” and continue with her

Looking Back and Looking Forward

As we approach the end of the year, it is a time when many reflect over the past 12 months and plan for the next. Hopefully, most of you navigated safely through the pandemic and there appears to be some hopeful developments with regards to vaccines. It is a time when we transition away from the colorful leaves and begin to nestle down to lower temperatures and shorter days, when we lay the groundwork for a new year. We should remember

“Don’t let the sun go down without saying thank you…”


“Don’t let the sun go down without saying thank you to someone, and without admitting to yourself that absolutely no one gets this far alone.”   Stephen King We have all heard that “an attitude of gratitude” will improve our daily outlook. That we should approach every situation looking for that silver lining, or the positive in a field of negatives. In a year like this one has been, that can be incredibly difficult! I found this quote from one of my favorite authors

Happy Birthday America!

On this 244 Birthday of America, we should reflect on our core values. Being grateful is one of those values. We will always be grateful for our service people who make a strong commitment to fighting for our country’s freedom every day.  But, today, in the midst of this pandemic, there are so many more heroes to add to the list.  We are grateful for the Medical and First Responder communities who put themselves in harm’s way, every day to