February 10, 2021 Kevin Ellman CFP and CEO, and Elizabeth D'Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra's New Paperless Statement Delivery System. Steps to enroll: Visit: Read More...
The Donor Advised Fund – Charitable Giving While Living
January 15, 2021 A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set up philanthropic vehicle, it allows you to enjoy seeing people and charities Read More...
Should you continue to invest in the Stock Market in light of recent events?
January 8, 2021 The Georgia runoff election, Congress’s electoral vote certification, the Riots and Rampage on the Capitol, the inability to contain the Coronavirus Flair-up across the world, and the failure to vaccinate people on a timely basis, Read More...
Does Your Financial Planning Advisor Listen?
December 22, 2020 Kevin Ellman CFP and CEO and Elizabeth D'Aleo, Director of Family Offices, of Wealth Preservation Solutions discuss how being sensitive to a client’s needs, and designing a plan that successfully meets a client’s financial Read More...
Kevin Ellman’s Post-Election Market Outlook
November 12, 2020 - Now that the election is mostly settled, Kevin Ellman, CFP shares his market outlook on the impact the election results may have on your investment strategy moving forward into 2021. Read More...