By Tom Kennedy, CFP®: Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for the new year. To help you get started, here’s a Read More...

By Tom Kennedy, CFP®: Is your financial plan a good fit? The “perfect” financial plan won’t do you much good if it doesn’t meet three Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: As the U.S. presidential election draws closer, there are growing questions (from both sides) on Read More...

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...

Presented by Dean Elliott: Congratulations are in order! You planned ahead, saved money for education expenses, and now your child is off to college. Read More...

Presented by Kevin M. Curley, II, CFP®: When it comes to estate planning, executing your will and other estate documents is only the first step. To Read More...