Strategies for Funding Higher Education

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Wealth Planning
Higher Education NC.jpg

Like any financial goal, planning in advance for the cost of higher education is key.  Families need to feel confident their student is getting the right academic experience at the right cost. The appropriate funding strategy can differ widely depending on both student academics and family finances. Parents and grandparents alike have many options to


Is Your Advisor Putting Your Best Interest First?

Jeffrey C. Wolken |
Wealth Planning
Fiduciary NC.jpg

Understanding the importance of working with a fiduciary.   Fiduciaries are responsible for acting in the best interest of the individuals they serve, and are entrusted with a high standard of care.  A corporate fiduciary provides experience and objectivity needed to manage family trusts for the long term. Establishing a trusted relationship with an experienced fiduciary


Millennials & Impact Investing

Investment Management

This investment insight discusses how Millennials are reshaping the world by how they choose to invest.   Millennials have now surpassed Baby Boomers as the nation’s largest demographic segment. Also the most diverse generation since the early 20th century, Millennials believe they will make a global difference. Millennials have developed a distinct passion for championing equality,