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Unsure When to Claim Social Security? Timing Has Its Benefits

July 5, 2021

Presented by Gerard Longo, AIFA®: For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn that you have a choice in the Read More...
To Keep or Not to Keep: A Guide to Common Records-Retention Questions

June 14, 2021

Presented by Gerard Longo, AIFA®: Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a Read More...
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 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...