Year-End Financial Planning Checklist with hand and pen.

November 1, 2021

Presented By Tom Kennedy, CFP®: From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains Read More...
Charitable Giving Incentives depicts sign that says to make this world better.

December 30, 2020

Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable 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®: Holders of concentrated stock positions have several options for mitigating the risk associated with Read More...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

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