By Tom Kennedy, CFP®: Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for the new year. To help you get started, here’s a Read More...

By Tom Kennedy, CFP®: Is your financial plan a good fit? The “perfect” financial plan won’t do you much good if it doesn’t meet three Read More...

Presented by Dean Elliott: Most people carry some amount of debt, whether in the form of a student loan, a mortgage, or a car loan. Indeed, making Read More...

Presented by Dean Elliott: Congratulations are in order! You planned ahead, saved money for education expenses, and now your child is off to college. Read More...

Presented by Ben Murphy, CPA, PFS™: For parents, deciding how much to save for retirement versus what to set aside for a child’s education can be Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: It’s that time of year when many people set goals with the hope of changing their lives in the months Read More...