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 necessary criteria: It should outline a course of action to pursue your personal goals. It 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...
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...
Tips for Teaching Your Children About Money

April 23, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Do your children act like money grows on trees? If they observe you effortlessly pulling out the credit Read More...
Estate Planning Paper, Calculator, Pen and Reading Glasses

April 8, 2020

By Tom Kennedy, CFP®: In these trying times, your estate plan may not be top of mind. But an up-to-date plan can help you manage family matters Read More...