• A Special Thank You to Our Veterans and Volunteers

    Sgt. Tony Doyle’s life was forever changed when he was severely injured while on tour in Iraq. Watch his family’s incredible story of courage and resilience, and discover how pro bono financial planning helped them reach financial freedom.

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    Charles Schwab Foundation Offers Dollar-for-Dollar Match for Pledges $5,000 and Above

    Bernie Clark – Executive Vice President of Schwab’s Advisor Services and Chair of the Foundation for Financial Planning – announced that through the end of the year, the Charles Schwab Foundation will provide a dollar-for-dollar match for every individual gift or…

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    Grantee Spotlight: Britepaths, formerly Our Daily Bread

    Generally, our clients are the “working poor”– they work but have low incomes and could not otherwise afford the expert financial advice that we provide. When they arrive [to our Financial Counseling Clinics], they are often despondent, and…

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    Why I Give

    Dan Moisand CFP® Moisand Fitzgerald Tamayo, LLC                  

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    Conquering Debt

    “As veterans, we don’t have a lot of resources. We tend to rack up a lot of debt which outstrips our ability to repay.  I appreciate how the pro bono planner really cared about me, listened and created…

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    New Life, New Home

    Christa knew she had to remove her daughters from a bad situation at home – one that surrounded them with substance abuse and violence. When she picked up and moved her family to a new city, she discovered a program…

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    A Day of Free Financial Planning

    Financial planners joined Westchester Community College in a one-day pro bono financial planning event and provided 325 participants with one-on-one consultations. “I wish there were more events like this. Everything about the day was fantastic! My highest priority…

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    Helping Wounded Warriors

    Scott was hit by a roadside IED while on patrol in Sadr City, Iraq in 2008. His body has mostly healed but his wife has had to stop working to provide the nearly 24/7 care required, as Scott…

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    Simple Steps to Financial Security

    “Thanks to the help we received from our pro bono financial planner, my husband and I have finally paid off our cars and reduced our debt – all achieved by refinancing our home at a lower interest rate. We…

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    A New Boost in Confidence

    “We had done quite a bit of research into long-term financial planning, but we were still lacking the confidence to feel fully capable and competent in that area in our lives. My sister and I attended a Financial…

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    Why I Give

    Bob Oros, Fidelity Institutional Wealth Services®