Currently Browsing: Category


Paul Durso on WBTV: Father’s Day Savings Tips

KIDS- ELEMENTARY AGE TALK ABOUT MONEY With little kids, you should focus on talking about money and how you use it. Start with talking about what jobs are and how…

Read More

Paul Durso on WBTV: The Price of a Mother’s Love

Babies: Childcare Diapers are a big expense when you have a baby at home, but the cost doesn’t compare with childcare. It now costs more to send an infant to…

Read More

Featured in U.S. News & World

A few weeks ago, I was interviewed about how rising interest rates could affect the real estate market by U.S. News. Below is a link to the article.​

Read More

Paul Durso on WBTV: America Saves Week

Our wallets are feeling a tighter pinch this year! From health insurance to grocery bills, a number of things are costing us more in 2017. That’s why this week is…

Read More

Paul Durso on WBTV: Financial Literacy

[cs_content][cs_section parallax=”false” separator_top_type=”none” separator_top_height=”50px” separator_top_angle_point=”50″ separator_bottom_type=”none” separator_bottom_height=”50px” separator_bottom_angle_point=”50″ style=”margin: 0px;padding: 45px 0px;”][cs_row inner_container=”true” marginless_columns=”false” style=”margin: 0px auto;padding: 0px;”][cs_column fade=”false” fade_animation=”in” fade_animation_offset=”45px” fade_duration=”750″ type=”1/1″ style=”padding: 0px;”][cs_text]Know What You Don’t Know •…

Read More

I’m Divorce, Now What? – Insight Folios

Recently divorced and don’t know how to pick up the pieces and manage a household? You are not alone.

Read More

The Hybrid Fiduciary: What the Heck is That? – Insight Folios

Are you confused with the hybrid fiduciary adviser, well, you are not alone!

Read More

Paul Durso on WBTV: Credit Cards

A swipe here or a swipe there– credit cards have become an integral part of our lives. But be warned- those simple swipes can turn into a great, big financial…

Read More

Social Security Is Not Dead, and Neither Am I? What Do I Do Now? – Insight Folios

Do you want to know when the best time is to turn on your Social Security?

Read More

Paul Durso on WBTV: Valentine’s Day Budget Interview

Gone are the days of cheap flowers and a box of chocolates. Valentine’s Day spending has skyrocketed over recent years, hitting a new record of nearly $20 billion last year!…

Read More

We’d love to hear from you!

If you have financial questions or want to schedule an appointment, you’re in the right place.

Simplicitree Plan

Generate your free Retirement Report

Simplicitree® Quick Plan.