Kim Scott and Derek Kravitz discuss smart goal setting in our first 2021 edition of Technical Tuesdays. SMART Goals Transcript Derek Kravitz: Hi everybody. Welcome to another Technical Tuesdays
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Kim Scott, Director of Financial Planning, and Derek Kravitz, Investment Analyst, share a little about themselves and tell us why they chose to get into this industry. Why This
I would like to take this opportunity to welcome a couple new employees to FSA! Introducing John Jones and Jessica Pavik! John and Jessica came to FSA along with a
In this edition of Technical Tuesdays, Mike Zarrelli shares important information on the CARES Act. The CARES Act Transcript Thank you for joining us for Technical Tuesdays. I’m Mike
In this edition of Technical Tuesdays, Kim Scott, CFP®, Director of Financial Planning, discusses the Secure Act which was passed into law at the end of 2019. The Secure Act
The Secure (Setting Every Community Up for Retirement Enhancement) Act was signed into law on December 20, 2019, and became effective January 1, 2020. Although the Secure Act affects every
Bad financial habits, though they seem small, create a drag on your financial health. Minor changes could make a big impact on your future. Here is a list of six
When it comes to couples and money, communication is the key to a healthy financial marriage. Here is a list of simple tips to keep you and your partner on
QCD stands for Qualified Charitable Distribution and can be an advantageous way to make a gift to your favorite charity. Kim Scott, CFP®, explains what a Qualified Charitable Distribution is,