In this week’s Family Office Connections podcast, Jason Cain is joined by Steven Zeiger for a discussion on how a change in the tax landscape can impact insurance attractiveness and the acquisition process moving forward. Listen Now.

Do I need life insurance? How much coverage do I need? How do I get it? Listen now as Kathleen Kenealy, Director of Financial Planning, invites Tim Gibson, Managing Partner at McWalter Volunteer Insurance Agency, as they tackle these frequently asked questions.

If you are weighing your education funding options, we have you covered. Kathleen Kenealy, Director of Financial Planning, provides insight on when, how and the appropriate investment considerations when saving for college costs. Listen now to her discussion with Jason Cain, Head of the Center for Wealth Planning Excellence.

This week Shannon covers three reasons why now is the best time to review your portfolio and long-term goals. While volatility can drive emotions when the dust settles, were those in the moment decisions beneficial? Maintaining discipline can avoid costly mistakes. Listen now.

The CARES Act may give you more flexibility with your retirement accounts. Listen now as Jason Cain, Co-Head of the Center for Wealth Planning Excellence and Kathleen Kenealy, Director of Financial Planning, sit down to discuss what this means for you.

Everyone should know what types of disasters or emergencies are likely to occur in their area and make sure you know how to protect yourself if one occurs. Our Director of Financial Planning, Kathleen Kenealy, covers a number of ways to be prepared in the event of a crisis.

Are you a rational investor? Our CIO Shannon Saccocia covers the three types of biases that are relevant given the current economic environment.

An important component of your financial health is managing your credit.  Kathleen Kenealy, Director of Financial Planning, reviews three key components of monitoring and using credit wisely.