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- Mark Colgan
A Penny Saved is an Education Earned

By Mark Colgan, CFPSmart parents are thoughtful and intentional abouthow they cover the cost of their child’s education. You want the best for your children: to help them learn and develop, and to make their dreams come true. A college education is the foundation for a meaningful career path in the ...Continue reading [...]

- Mark Colgan
Financial Resources After Losing a Loved One

By Mark Colgan, CFPVery often losing a loved one is emotionally challenging. For some people, it is possibly the most challenging thing they will endure in their lifetime. Making matters worse, there is an added stress from the mountain of financial and administrative details that must be attended ...Continue reading [...]

- Mark Colgan
What Happens if You Die Without a Will?

By Mark Colgan, CFPCreating a will should be the first step in a comprehensive estate planning process as it allows you to make sure your wishes are properly carried out after your death. Typically, the cost of preparing a basic will is a few hundred dollars. However, most people get a will, ...Continue reading [...]

- Mark Colgan
A Senior Care Consultant Responds to the Senior Care Crisis

By Mark Colgan, CFPCaring for an aging family member in 2023 comes with many new challenges. The pandemic caused mayhem across senior living communities in the United States, including a lack of staff, who are stretched thin, increased costs for assisted living facilities, and more. Seniors move ...Continue reading [...]

- Mark Colgan
Top Duties of an Estate Executor and How to Carry Them Out

By Mark Colgan, CFPThe main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust. Usually, the executor is a spouse, close family member, trusted friend, or they could be a qualified, compensated person duly appointed under the ...Continue reading [...]