In the Commuity

Middletown Free Library Financial Planning Workshops

Advisor Bill Muller was grateful to be able to present at the Middletown Free Library to members of the community on multiple occasions. Bill held classes regarding Long-Term Care Insurance, College Planning, Charitable Giving, Investment Basics and Social Security.

Maris Grove Retirement Community Investment Club

Common Cents Planning recently had the pleasure of presenting to the Maris Grove Retirement Community's Investment Club. It was wonderful getting to hear from all the fantastic residents and discuss current topics in the news that could potentially affect the stock market. We also talked a lot about the different ways you can be charitable with your funds.