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...

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...

Presented by Michael G. Wendlandt:  Similar to a company’s financial statements, a personal financial statement can help you assess your financial 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...