F I N A N C I A L     G R O U P ,      P .  C . 

After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan.

When it comes to the amount of your social security benefits, you have a choice in the matter.

After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape.

If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb.

If you’re getting ready to sell your home, know the steps you need to take before finalizing the deal.

To help you steer clear of this year’s top tax scams, learn the red flags to watch out for—along with some timely filing reminders

We’ve assembled a Medicare planning guide detailing who is eligible, which services are covered, and how to avoid potential penalties.

Thanks to tax-efficient giving incentives in the CARES Act, you can make the most of your charitable donations this year.

Student loan debt is a huge financial challenge for many. Learn how to implement a long-term solution for managing it.

Discover how you can be a wiser investor with tips and strategies from the father of investing himself, Benjamin Graham.

With the fourth quarter fast approaching, we’ve assembled a 10-item checklist to help you get your finances in order for 2021.

Learn how the SECURE Act changes the rules for IRA beneficiaries and the options available to help mitigate the tax burden.

If you’re craving an inspirational read that will bring joy to your life, consider these 5 books—all written by amazing women.

With interest rates at historic lows, review these pros and cons to decide whether it’s a good time to buy a home or refinance.

Learn how to balance saving for your retirement and saving for your children’s education.

Learn best practices for educating your children on how to spend and save money responsibly.

Learn how staying abreast of the latest scams can help you keep your money and personal information safe.

Learn the details of this groundbreaking retirement legislation.

Find tips you can incorporate into your plans for the year to help you set a steady course for financial success.

Learn about different charitable giving strategies and how to determine which is the best fit for you.