Are you thinking about vacation properties? Should you buy or rent? Charlie Kerwood, CFP, ChFC, AEP, talks about many factors you should consider before taking the plunge.
Posts By: Charles A. Kerwood III, CFP®, ChFC®, AEP®
Client Health: Recognizing the Loss of Cognitive Function
As clients age it is important for us to recognize the loss of cognitive function. Here is why client health is important.
Succession Planning: Failing to Plan is Planning to Fail
The key to a successful business ownership is planning for everything to happen, including failure. Here’s 5 items you need to know.
5 Tips You Should Know About IRA Charitable Distributions
Did you know you can use your IRA to donate to a charity? Charlie Kerwood, CFP® , ChFC® , AEP® , gives 6 tips you should know about an IRA Charitable Rollover.
The Importance Of Completing Your Estate Plan
Leaving your family behind without financial structure is irresponsible and completely avoidable. Read this article to find out why completing your estate plan is essential.