Blog

By: Susan Powers, CFA, CPA, CFP®, CPFA

Is now a good time to refinance your home? First determine how long you plan to stay in your home, consider your financial goals and know your credit score, all play a role in your decision about whether - and when - to refinance.

With rates this low, it is worth your time to see what is best for your specific situation.

By: Patrick Cote, CFA, CFP®

You may have heard about GameStop this past week as its stock price has been on a wild ride.  It went from $4 per share last summer to over $325 per share recently, which means an initial investment of $1,000 would be worth over $81,000 just six months later.  Similarly, Bitcoin has been back in the news lately after reaching all-time hi

By: Kate Hennessy, CFP®

As an aunt to 19 nephews and nieces, most of whom are in their 20’s, I often get questions from them about financial planning.  Just getting started in the “real world” can be daunting enough. Here are three financial planning tips to consider for the twenty-somethings in your life:

Pat Cote - 10/20/2020 - originally aired on Sirius XM Channel 132, Business Radio Powered by the Wharton School

By: Susan Powers, CFA, CPA, CFP®, CPFA

COVID-19 brought financial changes and challenges to many this year and Congress responded with relief packages for both businesses and individuals which may have an impact on your 2020 taxes.  As a result, tax planning is critically

By: Kate Hennessy, CFP®

Sir Winston Churchill once said, “We make a living by what we get, we make a life by what we give.” Giving

By: Patrick Cote, CFA, CFP®

As we near the end of the year, it is worth taking a step back to think about where we are from an investment perspective.  Although 2020 has been a challenging year for society as a whole, both stocks and bonds have posted good returns year-to-date

By: Patrick Cote

Ben Franklin famously said nothing is certain except death and taxes.  Given that estate plans are focused on both, you would think we would all want to get an estate plan in place.  However, since they involve paperwork and thinking about our own death, it is no surprise that many of us have not updated, or even started, our estate plans.  The pandemic has made many of us more aware of this

By: Susan Powers

With just a few weeks left in 2020 to maximize your tax savings we are sharing  potential actions you can take now to make a difference in your tax bill.

By: Kate Hennessy

According to a recent study from Fidelity Investments, 79% of donors plan to increase or maintain their charitable giving levels this year. Despite the September U.S.

^{BY: PATRICK COTE}

You may not have heard about tax diversification – most people have not.  Tax diversification is making sure that investments are placed into three different account types to hedge against future tax increases:  pretax (e.g., traditional IRA or 401K), taxable (e.g., regular brokerage account) and tax-free (e.g., Roth IRA or Roth 401K).  More people should be talking about it, since it is one of the most critical parts of most investment plans and can make a large difference for yo

^{BY: SUSAN POWERS}

One trend is that rural areas are seeing renewed popularity as more people choose to live in less densely populated areas and have the flexibility to work from home. Another trend is the remodeling