IRA Recharacterization Basics

September 14, 2020

Presented by Michael G. Wendlandt: Traditional and Roth IRAs offer great benefits, but knowing which of these retirement savings vehicles to use (and when) can be confusing. Did you make an annual contribution to your traditional IRA and Read More...
The CARES Act Student Loan Relief Options: Who Benefits and How?

September 7, 2020

Presented by Kevin M. Curley, II, CFP®: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Security Act 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...
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Read More...
Guide to Planning a Charitable Bequest

August 17, 2020

By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a 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...