September is College Savings Awareness month: Paying attention to qualified and nonqualified expenses for 529 Plans can help you avoid needlessly paying a penalty Presented by Gerard Longo, AIFA®:  You’ve put in the hard work of saving Read More...

UPDATED 02/23/21 Presented by Kevin M. Curley, II, CFP®: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Managing student loan debt has become one of the biggest financial planning challenges for many. In the Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Graduating from college is certainly cause for celebration! But for many graduates, earning a higher Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: For many families, financial aid programs help make higher education attainable. The first step in Read More...

By Kris Maksimovich, AIF®, CRPC®:  According to CNBC, a four-year private university is expected to cost $303,000 by 2036 and public colleges Read More...