Financial Steps to Take When a Loved One Passes Away
No matter the circumstances, the death of a loved one is traumatic. And when it falls to you to make decisions and carry out important…
Terrence “TJ” Daniel Jr., CFP®
Advisor
TJ helps clients build happier, more prosperous lives through proactive planning and sensible investing. A former defensive lineman for UO, TJ enjoys sunny days golfing with his wife, walking Maltese-poodles Sam and Bella, sipping wine, and strumming the ukulele.
The 12 Most Frequently Asked Questions About 529 College Savings Plans
If you have young children or grandchildren, saving money for their college education may be among your top financial goals. And while the concept of…
Are Your Home and Auto Insurance Coverages Up-to-Date?
When Ben Franklin said, “An ounce of prevention is worth a pound of cure,” he wasn’t—surprise—doling out medical wisdom. In urging Philadelphians to protect their…