Nicholas Estey is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Goelzer Investment Management in Carmel, IN and the surrounding communities.
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...
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Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...
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Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...
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The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...
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Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...
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As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial...
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Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...
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