Common Records-Retention Questions Shows Shredded Documents.

June 14, 2021

Presented by Gerard Longo, AIFA®, CPFA®: Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference? Sure, digital recordkeeping on the cloud means more storage space, Read More...
How to Create a Personal Financial Statement Depicts Business Consulting meeting working and brainstorming new business project finance investment concept.

April 5, 2021

Presented by Gerard Longo, AIFA®, CPFA®: Similar to a company’s financial statements, a personal financial statement can help you assess your Read More...