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Jun 28, 2019

Jonathan Heller is a Chartered Financial Analyst, Certified Financial Planner® and Enrolled Agent. His business, KEJ Financial Advisors, LLC, is a registered investment advisor which provides fee-only financial planning investment advice; tax preparation and planning, to help clients reach their financial goals.


Jun 20, 2019

Dr. Carolyn Newsom, Esq. reflects on her numerous careers, degrees and continued thirst for knowledge in her conversation with Yvette. Carolyn stays engaged in relevant activities that serve to help others. Her recent venture, along with her estate planning law practice, is working with Bucks County Health Improvement...


Jun 13, 2019

Yvette speaks with fellow estate planning attorney, Maureen Anderson, whose practice is exclusively dedicated to Elder Law. Maureen's practice has a focus on long-term care planning, Medicare and Medicaid and other important similar issues. Maureen has extensive experience working on behalf of clients with...


Jun 6, 2019

Yvette’s conversation with Marilyn Drucker takes a look at another aspect of one’s legacy: tracing one’s family genealogy. Marilyn, an instructor/mentor at Thomas Edison State University, has developed a passion for genealogy. As an amateur genealogist, she shares many ways that anyone can begin to trace their...