
Say Yes to the…Financial Plan
By Kevin Janiec CFP®, MBA Last week, my sister said, “Yes to her dress.” It’s an exciting time for my family. It’s an expensive time

By Kevin Janiec CFP®, MBA Last week, my sister said, “Yes to her dress.” It’s an exciting time for my family. It’s an expensive time

by Kevin Janiec CFP®, MBA COMMUNITY DAY Our team spent a morning at Pete’s Produce Farm in West Chester to harvest collards, beets, green beans,

by Kevin Janiec CFP®, MBA POSITIVE TEAM UPDATE Jeff and Melissa Mastronardo celebrated 15 years of marriage this month in Key West. Congrats on 15,

by Kevin Janiec CFP®, MBA “Luck is believing you’re lucky.” Tennessee Williams POSITIVE TEAM UPDATE Owen took a quick trip out to Big Sky, Montana

“The snow draws the world down to a whitened hush, forcing us to pause long enough to take stock of everything that we miss in

“None of us, including me, ever do great things. But we can all do small things, with great love, and together we can do something