Presented by Ben Murphy, CPA, PFS™: Before your first meeting with an attorney to draft or update your estate plan, he or she may send you a questionnaire to complete. This questionnaire will provide the attorney with basic information Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Managing student loan debt has become one of the biggest financial planning challenges for many. In the Read More...

Presented by Ben Murphy, CPA, PFS™: Caring for aging parents can be a difficult planning aspect to balance. If you are among the “Sandwich Read More...

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...

Presented by Kris Maksimovich, AIF®, CRPC®: Statistics suggest that a high percentage of marriages will end in divorce. Although you may not be Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Did you know that you can formally plan for the care of your pet in your estate planning? All U.S. Read More...