Guide to Planning a Charitable Bequest

August 17, 2020

A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization. Thoughtful planning will help you provide for the right beneficiaries, in the right Read More...

Financial Planning for Empty Nesters

July 20, 2020

Presented by Kevin M. Curley, II, CFP®: Congratulations are in order! You planned ahead, saved money for education expenses, and now your child is Read More...

What You Need to Know Before Refinancing Your Home shows a couple sitting on the floor against a sofa while looking at a laptop.

What to Know Before Refinancing Your Home

May 7, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Part of being a financially savvy veteran homeowner means knowing when it’s time to Read More...

Tax-Savings Opportunity for NQSO Holders computer graphic.

Tax-Savings for NQSO Stock Option Holders

April 17, 2020

Presented by Ben Murphy, CPA, PFS™, CPFA® : If you’re lucky enough to hold nonqualified stock options (NQSOs), you may be wondering what Read More...

Employer Sponsored Plans with metal plaque with hands shaking.

Employer Sponsored Retirement Plans

March 4, 2020

By Tom Kennedy, CFP® Today, there are basically two types of categories for employer sponsored retirement plans. The first is a defined benefit that Read More...

Insider’s Guide to Social Security with stack of coins and clock in background.

The Insider’s Guide to Social Security

March 2, 2020

By Tom Kennedy, CFP® According to Bankrate, there are at least 567 different ways for couples to take social security distributions. In fact, Read More...