If you're holding a large position in a single company's stock, whether from Restricted Stock Units (RSUs) that have vested over a long career, a...
The Double-Edged Sword of Managing Concentrated Stock
read more
Patrice Cresci, CFP®
The 3-Step Travel Planning Checklist Your Financial Advisor Wants You to Have
You know that feeling of anticipation when you're getting ready for a trip. You're looking up restaurants, mapping out what you want to see, and...
Healthy Financial Habits for 2026: Building Long-Term Wellbeing
What are healthy financial habits? In 2026, they are the repeatable, proactive behaviors that bridge the gap between your current income and your...
Healthcare Planning Through the Decades: Building Your Strategy from Career to Retirement
With ongoing debates about Medicare, prescription drug costs, and insurance coverage dominating the news, it's easy to feel like healthcare planning...
Improve Your Finances: Kicking off 2026 with Confidence
The new year creates a fresh slate—a chance to realign your financial strategies and set yourself up for success. Whether you’re striving to grow...
When Markets Drop: How Successful Professionals Navigate Financial Fear
"I want to move everything to cash! The market's going to crash. What should I do?" I heard this from a client when the stock market started...
What to Look for in a Financial Advisor for Women
If you’re considering a financial advisor for women, you’ve already made a step in the right direction. Research has shown that households working...
How Even the Busiest Working Moms Can Make Financial Planning a Priority (and Why It Matters)
As a mother with a career, Patrice Cresci recognizes the challenges that make it difficult for women to carve out time and energy to focus on their...