What are you looking for? A path to financial independence? Do you need a financial advisor? A wealth management firm? A Certified Financial Planner? Just financial advice?
-
Millennials...think you can’t
afford a financial planner?LEARN MOREWell, think again!Introducing our new subscription
program Astute Adviser. -
Words Our Clients Use to Describe Us.
-
WELCOME TO PEACE
OF MIND.A client-centric approach to personal financial planning.LEARN ABOUT US -
APCHELPING FAMILIES SINCE 1975GET CONNECTED
New Baby in the Family? Here’s Some Financial Advice
New Baby in the Family? Here’s Some Financial Advice | Paul Fain, CFP® In the midst of much trial and tribulation around our country, can I share a personal story on the lighter side of life? I’m a first-time grandpa. This experience is good beyond my imagination – all the joy with none of the
Read More
Legacy Planning: Designating Your Beneficiaries
Legacy Planning: Designating Your Beneficiaries | Suzanne Himes, CFP® & Steve Carlson According to the Investment Company Institute, total US retirement assets exceed $23 trillion, mostly in employer-sponsored retirement plans and IRAs. How these assets transfer to the next generation is a very important part of the financial planning process. Typically, these assets will pass
Read More
Should I Buy GameStop Stock?
Should I Buy GameStop Stock? | Paul Fain, CFP® Hello all! Just when you thought it couldn’t get any wackier!? It did. Several weeks ago, my son asked me if I had seen what was happening with GameStop, AMC and Blackberry stocks. My honest reply was, “No, but are those companies still in business?” In
Read More
Expect the Unexpected for the 2021 Stock Market, and Plan Accordingly
Expect the Unexpected for the 2021 Stock Market, and Plan Accordingly | Paul Fain Last year was a paradox: The second quarter was the worst GDP performance on record. However, November was one of the best months for the stock market on record, led by long-lagging small caps and value stocks. The Russell 2000 Index
Read More
Here’s a Merry Approach to Mortality
Here’s a Merry Approach to Mortality | Paul Fain The holidays (normally) conjure warm images of large family gathering with dinners, gift exchanges, and merriment. The holidays are different this year. As the COVID pandemic is filling ICUs across the country, our mortality has entered the national conversation. With that in mind, here’s a seemingly macabre
Read More
Top Gifting and Tax Considerations to Know Now
Simple Tax Considerations for 2020-2021 | Paul Fain, CFP® and Joe Ottaviano, CFP®, CKA® TAX CHANGES IN 2021? Maybe. One of the possible implications of a change in the White House is tax regulations. Americans, blue or red, are asking the same question: are my taxes going to change? Joe Biden’s victory could spell changes in
Read More
Sunday Money

Close
Financial Changes To Consider When You Have Kids