Devising a Data Breach Game Plan

July 6, 2020

Presented by Dean Elliott: As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of us, this situation can feel overwhelming. If businesses can’t protect themselves from Read More...
Is Now the Time to Buy or Refinance?

June 29, 2020

By Tom Kennedy, CFP®: June usually marks the height of the spring real estate market—it’s National Homeownership Month, after all. But this June Read More...
Will Localized Outbreaks Derail Recovery?

June 25, 2020

Presented by Kris Maksimovich, AIF®, CRPC® CExP™: The news this week has been a bit of a mixed bag. The bad news is that we’ve seen signs of Read More...
Charitable Giving Incentives Under the CARES Act

June 22, 2020

Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable Read More...
New PPP Flexibility Act of 2020 Clarifies Key Loan Provisions for Small Businesses

June 15, 2020

Presented by Kris Maksimovich, AIF®, CRPC® The Paycheck Protection Program (PPP) was created to provide loans to support small businesses and save Read More...
Brand You: Creating a Better Normal with Personal Branding

June 8, 2020

By Pamela Engstrom, M.A.: If you’re looking for a job after being laid off or furloughed, or you are simply wanting to freshen your online presence, Read More...