Single Women depicts woman with arms crossed contemplating financial planning

Financial Planning for Women Investors

April 4, 2023

For various reasons, the state of a woman’s financial security often depends on her marital status. A study from the U.S. Government Accountability Office says that women’s household income dropped by 41 percent after divorce, nearly Read More...

Avoiding Common 401(k) Mistakes

March 16, 2023

Saving for retirement is, without question, a journey. And, like any journey, even the slightest wayward turn can send you off course, making it more Read More...

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Stock Option Strategies

March 6, 2023

Presented by Tom Kennedy, CFP®: Stock options allow you to benefit from an increase in the value of your employer’s stock without putting your own Read More...

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Analyzing Existing Investment Holdings

February 24, 2023

Presented by Kevin M. Curley, II, CFP®: The wealth management process focuses on your total financial situation; therefore, it’s designed to Read More...

IRA Recharacterization Basics shows young man with hand on forehead looking like he made a mistake.

IRA Recharacterization Strategy

February 1, 2023

Presented by Gerard Longo, AIFA®, CPFA®: Traditional and Roth IRAs offer great benefits, but knowing which of these retirement savings vehicles to Read More...

It’s Here: What You Need to Know About SECURE 2.0 concept depicts Hand of woman watering green dollar tree growing in white pot.

What You Need to Know About SECURE Act 2.0

January 11, 2023

Presented by Tom Kennedy, CFP®: For some history, on December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, Read More...