>> Jason Kolinsky, CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
>> David Ciano, Vice President of Investment Services
>> Steven Kolinsky, CLU, ChFC, Managing Member & Founder
Divorce often brings out the worst in people, which can be a huge problem when a family business is involved. Protecting yourself and your company while ending your marriage requires a level head at a highly emotional time.
The generational differences in investment approaches are stark, but the basics remain the same. With Father’s Day right around the corner, there seems to be no better time to thank Dad for all he’s taught you … whether he meant… Continue reading →
Even when everyone is on the same page, a family is in touchy territory when adult children must begin to manage their elderly parents’ finances. After all, the matter is fraught: It’s about mortality, values and life savings. Just discussing… Continue reading →