Holly Sabo

Gifting Wisely

Most of us are familiar with the concept that we can gift a certain amount of money to another person every year without gift tax consequences and that there is…

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Managing New Year’s Resolutions – A Financial Perspective

Happy New Year!  As you celebrated the end of 2015 and start of 2016, you probably spent a few moments reflecting on where life has brought you and envisioning where…

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Paying for College? It’s Never Too Early or Late to Plan

As the weather turns cooler and leaves change color, we reflect back on the joys of summer vacation and look forward to next summer. Back-to-school brings the familiar routines of…

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