Individuals & Families News

By Beth Dopking Neal, CFP®   Sr. Vice President, Sr. Prosperity Advisor   The best…

By Robin L. Cook, CWS®, CTFA®   The Florida Community Property Trust act (FLCPT) became…

By Robin L. Cook, CWS®, CTFA®   Are your children, grandchildren, nieces, and nephews ready…

By Jeff Strouse JD, CRPC®, CEPA®   Most of you are well underway with summer…

By Terri Ritchie, CFP®   Since they were initiated in 1996, 529 plans have been…