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Patrick-McGonigle

Financial Planning For Law Partners

By: Patrick McGonigle 04/11/2019 It is difficult to manage a successful practice while balancing family obligations and maintaining focus on your financial plan. As a partner of a law firm,…

Tricia Mulcare

Four Steps For The Suddenly Single Spouse Unsure About Finances

By: Tricia Mulcare 03/21/2019 After a spouse passes away or a couple divorces, the “suddenly single” spouse may find the prospect of handling finances complicated and daunting. The financial industry…

The Benefits Of Having A Financial Advisor

03/15/2019 Multiple studies have shown that investors who seek the help of financial advisors often outperform their peers who choose to do it themselves. Below is a brief review of…

SECURE 2.0 Act 529 Plan Rollover Requirements

Download this infographic. To learn more about these requirements, please read this blog….