Ever make a financial decision and later wonder, why did I do that? Maybe it wasn’t logic that drove it—it was emotion. In this...
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college....
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about...