Coffee cup and planner on desktop
Planning
Jeff Vistica, CFP®, ChSNC®, AIF®

A Different Approach to Year-End Planning

Every year, I encourage our clients to take stock of their financial situation.  It’s especially important to focus on activities that are time sensitive.  Here are some of the more significant ones.

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Young special needs man with his father.
News
Jeff Vistica, CFP®, ChSNC®, AIF®

The ‘Other’ Victims of the Pandemic

Children with special needs are particularly vulnerable to changes in their routine. For those of us who care for children with special needs, the end to 2020 didn’t come soon enough.

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