Countdown to Financial Freedom

December 7, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

November-Here’s To Your Wealth

The Markets:  November, at least as far as the stock market is concerned, was the opposite of March: it came in like a lamb and went out like a lion. At the start of the month, there was caution and uncertainty about the election and its impact on the stock market. The conventional wisdom was […]

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November 21, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Are Your Kids Financially Literate? Four Ways To Teach The Value Of A Dollar

Financial literacy can be learned at any age, but the earlier we start teaching our kids, the better prepared they will be for their adult lives. A recent Gallup Poll found that “financial literacy is crucial for students to successfully navigate their futures.” Gallup measured the level of “financial literacy” in students grades five through 12 […]

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November 4, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

October-Here’s To Your Wealth

The Markets:  Like millions of Americans, the U.S. stock market seems to be waiting for the U.S. election for clues on what will happen next. After a sharp January – February 2016 decline followed by an immediate rebound, the end result is that several of the U.S. stock market indices are up only low single […]

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October 31, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

How 529 Plans Can Help Reduce Taxes And Pay For College

Whatever the time of year, paying for college is usually on the minds of parents. For the middle class it is especially daunting. The wealthy usually have the means to afford the $50,000 to $60,000 annual cost at some private colleges. And, if a talented student is from an impoverished background, there are ways (grants, […]

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