Kate Hennessy CFP® |
Do you participate in an employer-sponsored 401k Plan and are over 50 years old? Catch-up contributions are additional contributions that employees 50 years
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Kate Hennessy CFP® |

Today there are many opportunities to help a child invest for their future, and to teach a child about the importance of saving. While savings accounts still

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Kate Hennessy CFP® |

Diversification worked in the first quarter, as international stocks outperformed their US counterparts by 11%, the widest margin of outperformance since 1989.

L

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Susan Powers, CFA, CPA, CFP®, CPFA |

It’s not too soon…a look ahead to the 2025 tax year

While we are all busy filing our 2024 tax returns, there are potential tax law changes coming in 2025 that

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Kate Hennessy, CFP® |

Whether you file your own taxes or pay a professional to have them filed for you, below are some helpful tips that will keep you organized this tax season. In

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