By: Kate Hennessy
This year my husband and I are considering converting a portion or all of a tax-deferred rollover IRA to a Roth IRA. We’ve had discussions
By: Patrick Cote
The pandemic has affected all of our lives in many ways. For some families, the results have been tragic with the loss of loved ones. For
By: Susan Powers
July 15 is not a day that we usually associate with a tax deadline. Like many other things this year, it’s a different date and you don’t
By: Kate Hennessy
If I’ve learned anything over the past five months - life is unpredictable. I’ve come to appreciate the importance of focusing on what’s
By: Kate Hennessy
Tax loss harvesting is the practice of selling an asset in your taxable investment account that has experienced a loss and replacing it with
By: Patrick Cote
While created with good intentions, I have mixed feelings about the recent CARES Act provisions allowing for $100,000 in CRDs (coronavirus
By: Susan Powers
In March, the Treasury Department and Internal Revenue Service announced the deadline to file and pay taxes is automatically extended from
By: Kate Hennessy
As schools closed, people around the world began adjusting to a new norm of “social distancing.” These measures were adopted to stem the
By: Patrick Cote
What does being “rich” actually mean? I was recently asked this question by a client when we started talking about HENRYs (High Earners, Not
By: Kate Hennessy
You have spent the past 40+ years accumulating assets and saving. You’ve been on autopilot and have enjoyed the ride. You have this number
