How to Create a Personal Financial Statement Depicts Business Consulting meeting working and brainstorming new business project finance investment concept.

April 5, 2021

Presented by Michael G. Wendlandt:  Similar to a company’s financial statements, a personal financial statement can help you assess your financial health and assist you in budget planning. It can also give you an idea of the kinds of Read More...
Why Cost Basis Gain or Loss Doesn’t Equal Investment Performance

March 22, 2021

Presented by Dean Elliott: When reviewing investment performance, there’s a common misconception that unrealized and realized capital gain or loss Read More...
A Starter Guide to Selling Your House

March 12, 2021

Presented by Kevin M. Curley, II, CFP®: From the moment you decide to sell to the day you hand over the keys, selling a home is often unpredictable Read More...
Year-End Financial Planning Checklist

September 28, 2020

Presented By Tom Kennedy, CFP®: Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means Read More...
Is Your Financial Plan a Good Fit?

August 31, 2020

Presented 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 Read More...
Mortgage and Debt Rules of Thumb

August 10, 2020

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...