By Kris Maksimovich, AIF®, CRPC®, CRC®: One of the largest financial planning misconceptions people hold is that having a will ensures their property will transfer quickly to their heirs. The truth is, whether you have a will or not, Read More...

Presented by Gerard Longo, AIFA®:  A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give money or Read More...

Presented by Ben Murphy, CPA, PFS™: In 2021, the news has been full of reports of proposed tax increases contained in bills submitted to Congress Read More...

By Kris Maksimovich, AIF®, CRPC®: When it comes to our money, humans are not exactly rational investors. In fact, there are six biases that can be Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing Read More...

Presented by Ben Murphy, CPA, PFS™: Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly Read More...