Connections for Success


Goals-Based Planning


Financial Literacy for the Rising Generation and Beyond
Luke Schillo

It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs and their business operations. So, if a family member is not planning on a career as the Chief Executive Officer or Chief Financial Officer of the family business, or not planning to manage […]


Keeping Your Financial Plan Aligned With Your Goals in Today’s Market Environment
James V. Petitpren, II

The extreme market volatility of the past months has left many investors wondering how their investment portfolios have held up during 2020’s rollercoaster ride. We believe that rather than just thinking about the status of your investment portfolios relative to certain short-term equity or fixed income benchmarks, investors should remain focused on the long-term rate […]


Five Tax-Planning Tips for Retirees
James V. Petitpren, II

The combination of Social Security, pensions and withdrawals from retirement savings can complicate tax-planning for retirees. If you are retired or approaching retirement, consider these five tax-planning tips.


Building Your Legacy
Frank L. Washelesky

“Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.”¹  Shannon L. Alder The desire to leave a legacy may be the height of altruism, for it is a gift to the future; you may never witness the benefits of it nor […]


Nine Facts About Retirement
Luke Schillo

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you. […]


Estimating the Cost of College
James V. Petitpren, II

It does not take a degree in finance to see the cost of college continues to rise. In its 2017 report, the College Board showed that public four-year institutions raised prices an average of 3.2% annually between the 2007-08 and 2017-18 school years. Put another way, a $5,000 education in 2007-08 would cost $6,851 in […]

Forward Thinking