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...

Presented by Dean Elliott: When reviewing investment performance, there’s a common misconception that unrealized and realized capital gain or loss Read More...

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...

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...

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...

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...