Financial Considerations When Your Child Turns 18

By Peri Ann Aptaker, Esq., CPA, CFP® January 11, 2018

Registered Investment Advisor vs. Broker: What’s the Difference?

By Peri Ann Aptaker, Esq., CPA, CFP® December 22, 2017

Grandparents: Annual Tax-Free Gifts to Grandchildren Increases in 2018

By Peri Ann Aptaker, Esq., CPA, CFP® November 30, 2017

Long Term Care Financing Options

Funding a Buy-Sell Agreement with Life Insurance

By Peri Ann Aptaker, Esq., CPA, CFP® October 03, 2017

Funding a Buy-Sell Agreement with Life Insurance

By G. Dean Goodwin, CLU, AEP® October 03, 2017