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...

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

Presented by Ben Murphy, CPA, PFS™, CPFA® : Although many of us don’t like to think about planning for a future that we won’t be around to Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: As summer turns to fall, flocks of recent high school graduates leave the nest and head Read More...