Year-End Financial Planning Checklist with hand and pen.

October 1, 2023

Are you ready to organize your finances for next year? Here’s a year-end financial planning checklist with tax and retirement considerations. Presented By Tom Kennedy, CFP®: As 2023 winds down, your focus may begin turning to holiday Read More...
Understanding the New CARES Act Questions and Answers printed balls held in hands.

March 31, 2020

Presented by Kevin M. Curley, II, CFP®: On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Read More...
Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.

January 20, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Holders of concentrated stock positions have several options for mitigating the risk Read More...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many, the holidays are a time for giving back—whether by donating to a favorite Read More...