Author: Jack Petras

The upcoming holiday season – much like the rest of this year – will be unlike any we have experienced before. For most of us, while large family gatherings can be stressful, the thought of not having any family celebrations this year is a disappointing...
Topics: Fun Stuff

As human beings, we gravitate towards cycles, and there are two time periods each year where we often focus on reassessing our behaviors, setting new goals, and starting new habits – the beginning of the New Year and the start of the school year. There’s...
Topics: Financial Planning

As we are all well aware, we are currently facing unprecedented times in our world today. The pandemic is affecting all of us in one way or another, and many have experienced a change in their financial situation. A life transition or life status change...
Topics: Financial Planning

With our lives continuing to move further online, never before has so much of our personal information been so widely available. We hope that you’ve taken proper preventative measures to protect your personal information in this reality, and wonder if you’ve taken the same precautions...
Topics: Financial Planning