by Kevan Melchiorre, CFP® | Mar 3, 2026 | Insights
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood. Bad things...
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by Kevan Melchiorre, CFP® | Feb 20, 2026 | Insights
The state of the economy is vital for long-term investors to consider as it directly influences portfolios and financial plans. Recent economic data has delivered mixed signals, leaving many investors uncertain about how to interpret the current landscape. Much like a...
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by Kevan Melchiorre, CFP® | Feb 18, 2026 | Insights
Equity compensation has evolved from an executive perk to a fundamental component of wealth building for professionals across various industries and career levels. Through restricted stock units (RSUs), stock options, and other equity-based awards, many employees now...
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by Kevan Melchiorre, CFP® | Feb 16, 2026 | Insights
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according to a 2025 study conducted by Life...
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by Kevan Melchiorre, CFP® | Feb 16, 2026 | Insights
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to address their finances,...
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