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 during the current health crisis, as well as prepare you for whatever the future may hold. Read More...
Understanding the New CARES Act: Questions and Answers

March 31, 2020

Presented by Kevin M. Curley, II, CFP®: On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Read More...
Repo Market depicts top hat character from Monopoly game

January 29, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: When interest rates in the overnight lending market (known as the repo market) spiked in September, Read More...
Financial Health

January 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: It’s that time of year when many people set goals with the hope of changing their lives in the months Read More...
Protecting inheritances for married children depicts man writing their last testimony

November 19, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Statistics suggest that a high percentage of marriages will end in divorce. Although you may not be Read More...

November 8, 2019

Check out our newest retirement checklist to help keep you on track in 2020. Download your copy here>> Read More...