From the now “Remote” Desk of Ali Criss, CFPDear clients & friends, As you settle into your evening, take a moment to watch Raymond James Chief Investment Officer, Larry Adam, and his panel discuss the impending impacts of COVID-19. This webinar touches on recession concerns, potential economic impact scenarios and gives updates on the 2020 economic outlook as […]

From the desk of Ali Criss, CFP As I woke up this morning, I let out a sigh of anxiety wondering what kind of stock market & world I was walking into. I powered up my laptop and started reading through articles about the Coronavirus…where has it spread?… how many lives has it taken? Next, […]

Chances are, when you started your family, your mind was filled with images of tiny toes and baby clothes instead of 529 plans and preschool scholarships. Few parents start out knowing just how they are going to pay for their little bundle of joy’s education journey, from early child care through college. Who knew that private school can cost as much as college and that summer camps can run a thousand or more dollars a week? Saving for college might seem even harder if you’re presently p[..]

  Disclosure: Certain portions of this website, including our blogs, newsletters and articles may contain the personal opinions, viewpoints and analyses of the Financial Insights employees providing such comments, and should not be regarded as a description of advisory services provided by Financial Insights

From the Desk of Ali A. Criss, CFP  Happy 2020! I hope you are enjoying the start to a brand-new decade. On top of the changes I’m sure you’ve committed to both personal & professional growth… there are sizable changes coming to your retirement savings!  The SECURE Act “Setting Every Community Up for Retirement Enhancement” […]