Year-End Financial Planning Checklist

September 28, 2020

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...
Is Your Financial Plan a Good Fit?

August 31, 2020

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...
Does the Presidential Election Spell Risk for the Markets?

August 14, 2020

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

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...
Financial Planning for Empty Nesters

July 20, 2020

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...
A 7-Point Checklist for Your Estate Plan

July 17, 2020

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...