Death of a Spouse or Partner

August 30, 2021

Kevin M. Curley, II, CFP®: The death of a spouse or life partner is difficult enough without having to make decisions about a host of financial issues. To help minimize stress when this sad time arrives, the following list provides a Read More...
Advisor vs. Adviser: What’s the Big Deal?

August 13, 2021

When it comes to the world of financial services, one simple letter may make a difference.    By Kris Maksimovich, AIF®, CRPC®, CRC®: The use of Read More...
Considerations in Trust Funding

August 9, 2021

Presented By Tom Kennedy, CFP®: A trust is a common estate planning tool that seeks to manage and control the distribution of your assets in the Read More...
Intro to Asset Allocation Depicts a Bar Chart with Upward Arrow

August 2, 2021

 Asset allocation is the process of dividing your investment dollars among a variety of complementary asset classes, such as stocks; bonds; real Read More...
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 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...