APC Then and Now

  APC Then and Now   It was 1972; a 33-year-old Kemp Fain had discovered and joined a pioneering effort to professionalize “financial planning” as a field of study and service. Subsequently, he became the first enrolled student for the Certified Financial Planner designation and went on to become a driving force in the movement

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CARES Act Economic Impact Payments: Great Expectations

One of the provisions of the CARES Act signed into law last month that has received the most press is the economic impact payments. These payments, also referred to as stimulus checks or recovery rebates, are desperately needed by many individuals at this time and are estimated to eventually reach over 90% of taxpayers. But

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How The CARES Act Will Impact Retirement Plan Distributions

Opportunity Alert! The CARES Act impact on retirement plan distributions in 2020   Are you planning on a retirement account distribution this year? Whether you had planned on required distributions but wish you could leave funds alone, or you now need a distribution to make financial ends meet, the CARES Act has some very important

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College Planning Tips From The Other Side

In the midst of today’s such unique circumstances (COVID-19) it’s easy to forget some of the normalities of life. However, for the students preparing themselves mentally and physically for the college transition it can add an extra layer of anxiety to an already unpredictable time. As a recent college graduate myself, I’d like to offer

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