Year-End Financial Planning Checklist

September 28, 2020

By Tom Kennedy, CFP®: Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for the new year. To help you get started, here’s a Read More...
Is Your Financial Plan a Good Fit?

August 31, 2020

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 three 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...
Financial Planning for Empty Nesters

July 20, 2020

Presented by Dean Elliott: Congratulations are in order! You planned ahead, saved money for education expenses, and now your child is off to college. Read More...
Should You Save for Retirement or for a Child’s College Education?

June 1, 2020

Presented by Ben Murphy, CPA, PFS™: For parents, deciding how much to save for retirement versus what to set aside for a child’s education can be Read More...
Financial Health

January 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: It’s that time of year when many people set goals with the hope of changing their lives in the months Read More...