Biggest misconception about organizing is that you should be able to do it on your own and that you should know how to do it. People need to be taught how to organize and many of us were not taught this. And it's never too late!!! Just start.

Megan Harris-Pero is on the board of Beyond My Battle, a wonderful non-profit with a mission to help people with chronic illnesses and their caregivers.

Erin is passionate about helping clients make investments that have a positive social and environmental impact and provide potential for a financial return.

My best tip for people trying to mitigate insurance costs begins in the world of car insurance. I recommend taking a defensive driving course. It generally costs $25 and within a few months of taking it you will have saved that $25 on your insurance bill.

Here is a brief Q & A with Christine where she discusses what you need to know to navigate today’s car market and why she enjoys helping others achieve financial wellness.

Megan is looking forward to this Saratoga PLAN event and to sharing her knowledge of Medicaid planning and asset protection with the agriculture community.

I know it may be hard to believe that you can love your lawyer, but believe me, it is possible.

The Will does not tell your family how you hope they use what you passed down to them nor does it communicate how you hope your legacy is carried on. This is why we encourage clients to write their own Ethical Will.