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...

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 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...

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...

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...