Are You (Really) Ready to Retire?
This question is pervasive among baby boomers. Although we have financial calculators to help us figure out if we can live off of our...
Alexandra Demosthenes appointed to AICPA Personal Financial Planning Executive Committee
We are proud to announce that IAP partner, Alexandra Demosthenes, CPA/PFS, CFP® was appointed to the AICPA (American Institute of...
ESG Investing: Put Your Money Where Your Values Are
Many of today's investors are looking not only to generate returns on their investments, but also to align their investments with causes...
