Events Megan Harris-Pero Events Megan Harris-Pero

Missed Budgeting to Buy a Car?

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.

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Elder Law, Scams Megan Harris-Pero Elder Law, Scams Megan Harris-Pero

Senior Scam

Don’t let your loved ones lose their hard earned money and pride. Make sure you talk with your loved ones about this so they can spot the scam.

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Elder Law, Estate Planning Megan Harris-Pero Elder Law, Estate Planning Megan Harris-Pero

Confessions of a Planner

A good plan involves careful thought and attention to detail. There are some places in life where you can use cheap substitutes and get by. In estate planning, no one will stop you from passing away without a written estate plan, but your relatives may pay dearly for the administration of a cheap, inadequate, or no-plan approach. Whereas more comprehensive planning during life can save a client and loved ones money and aggravation down the line.

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