By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: An astounding 70% of inter-generational wealth transfers fail by the time they make it to the second generation. Not good news if you are the recipient of a financial windfall. According Read More...

Presented by Gerard Longo, AIFA®, CPFA®: Living in an increasingly paperless world has its benefits, but when it comes to records retention, does Read More...

Questions to ask a financial advisor is presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: When choosing a financial advisor, it’s Read More...

Presented by Gerard Longo, AIFA®, CPFA®: Similar to a company’s financial statements, a personal financial statement can help you assess your Read More...

Millions of unmarried couples may face some financial planning barriers. This planning guide for unmarried couples offers some tips. Presented by Read More...

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Who say’s aging isn’t any fun? With age comes wisdom, and a little spare time to organize Read More...