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Cereus Financial Advisors is operating in a hybrid mode because of COVID-19.

While our office is physically open, but not necessarily every day. We can accommodate either in-person or video meetings.

Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.

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Stay up to date on the latest financial information with Cereus’ monthly blog.

student loan debt

How severe is student loan debt condition in our nation

This week Patricia Sanders, a freelance financial writer offered to contribute a story about the student loan debt load problem. How severe is student loan

retirement readiness

10 Years and Counting: Points to Consider as You Approach Retirement

I’m away this week, but this is a great article on retirement readiness that the folks at Broadridge Investor Communications have prepared. Please enjoy! 10

Financial Decision Making

5 Good Financial Lifetime Decisions

5 Good Financial Lifetime Decisions I help a lot of clients with their financial decision making. In some cases, clients need to save money on

College

Student Loans: The Good, The Bad, and The Ugly

Student Loans: The Good, The Bad, and The Ugly Are student loans good for your financial health? They are certainly in the news a lot

COBRA

Workplace Benefits During Job Transitions and Retirement

Workplace Benefits During Job Transitions and Retirement Leaving a job, no matter what the reason, is a time of emotional turmoil and disruption. Sometimes these

Brexit

Brexit: What does it mean?

Brexit: What does it mean? By David J. Haas CFP® The news will be filled today with stories about Brexit. As of 9:32AM today, the

John Oliver hits Financial Services Industry Hard!

John Oliver hits Financial Services Industry Hard! I have to share this very funny segment with you from John Oliver. If you can’t see the

Business

How’s the economy really doing?

How’s the economy really doing? By David J. Haas CFP®, June 10, 2016 I am writing this post on June 10th and we are close

CFP

Choosing a Financial Advisor and the new Department of Labor Rules

Choosing a Financial Advisor and the New Department of Labor Rules There are some changes coming for financial advisors because the Department of Labor

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Located in Franklin Lakes, New Jersey, Cereus Financial Advisors offers private, professional services for families and individuals seeking financial advice on retirement, higher education, divorce, elder care, disability, investments, unemployment, inheritance, social security, taxes, insurance, and more. We are Certified Financial Planners® and specialists in comprehensive financial planning, education planning, estate planning, insurance advice, investment management, retirement planning, and tax planning.

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How severe is student loan debt condition in our nation

10 Years and Counting: Points to Consider as You Approach Retirement

5 Good Financial Lifetime Decisions

Student Loans: The Good, The Bad, and The Ugly

Workplace Benefits During Job Transitions and Retirement

Brexit: What does it mean?

John Oliver hits Financial Services Industry Hard!

How’s the economy really doing?

Choosing a Financial Advisor and the new Department of Labor Rules

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