Jenne Trembley CFP CHFC AEP CAP CRPC APMA CDFA BFA

10/16/2026

College planning often starts with one key step: setting clear expectations.

Early clarity around costs, timelines, and priorities can help turn uncertainty into a more focused strategy.

This article highlights where to begin.

Together, we can create a plan that aligns with your goals—and supports what matters most to your family.

5 considerations as you set your child’s education goal

10/15/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes. While this article provides a helpful overview, our comprehensive planning clients receive personalized tax planning analysis tailored to their unique situation through our annual tax planning process.

Learn what this law’s key tax provisions could mean for your finances.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/13/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to us to learn more!

10/12/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. I can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

10/09/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

10/08/2026

If something feels off, trust that instinct.

Many of today’s most effective scams don’t look suspicious at all — that’s what makes them so dangerous.

Here’s a look at the most common tactics we’re seeing right now — and what to do to stay one step ahead.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/07/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

10/06/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

10/05/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.