Tom Lawless, CFP, CRPC

11/10/2021

Happy work anniversary Terry.

She's the best!!!

03/01/2021

Happy Birthday Terry.

01/08/2020

Happy Birthday Olivia

08/16/2019

If a second home is on your wish list, be sure to consider the impact it could have on your financial goals. Here are 6 real-life things to think about before purchasing your dream-life vacation home.

Before you join the club, make sure you’re prepared for the long-term responsibilities a second home comes with.

08/13/2019

Mortgage rates are the lowest they've been since November 2016, according to Mortgage News Daily. Here are 3 things to consider if you’re thinking about refinancing.

Mortgages rates hit a three-year low on Friday, August 2, when the average rate on a 30-year fixed mortgage hit 3.70%, the lowest they've been since November 2016. Before refinancing, ask yourself these three questions.

07/29/2019

If you're in your 40s, you may already have a career, home, and even a solid plan for retirement. Keep up your great momentum by steering clear of these 10 money pitfalls.

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07/22/2019

There is a 25 percent chance that both a man and woman who have reached age 65 will live well into their 90s. Let’s discuss what that could mean for your retirement income.

07/12/2019

For the recent college grads in your life, here are some tips to help them avoid overspending and start “adulting.”

Since most universities don’t provide financial literacy education, college graduates are left with little to no knowledge when it comes to managing their money. For those of you that have recently entered the real world, avoid making these mistakes and you’ll already be ahead of the game.