Common Records-Retention Questions Shows Shredded Documents.

June 14, 2021

Presented by Gerard Longo, AIFA®: 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, easy 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 Michael G. Wendlandt:  Similar to a company’s financial statements, a personal financial statement can help you assess your financial Read More...
Basic Estate Planning Documents shows hand drawing flowchart.

July 22, 2020

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

October 3, 2018

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