23 Search Results for: cares

  • CARES Act Summarized

    Posted on March 31, 2020

    As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy.

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  • Renee Boulger

    Posted on August 15, 2019

    Renee’s goal is to know our clients on a personal, as well as professional level which enables her to better assist each client and tailor services to their specific needs. She strives to provide her knowledge and attention to detail in all aspects of client services. She works to make each client feel welcome and confident and that they are in capable hands with our team. With overall responsibility for day-to-day operations, she works effectively to drive transparency for our clients. With bringing more than 25 years of experience in the financial industry to her role as Operations Manager, she…read the full article

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  • 3 Money-Smart Strategies for 529 College Savings Plans

    Posted on August 5, 2019

    Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

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