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®
As clients age it is important for us to recognize the loss of cognitive function. Here is why client health is important.
The key to a successful business ownership is planning for everything to happen, including failure. Here’s 5 items you need to know.
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.
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.