Tax Deadlines Extended to July 15, 2020

By: Susan Powers

In March, the Treasury Department and Internal Revenue Service announced the deadline to file and pay taxes is automatically extended from April 15, 2020, to July 15, 2020 in an effort to give taxpayers more time to deal with their taxes amid the coronavirus outbreak.

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Protect Yourself From Yourself

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 spread of the Coronavirus and guard against its economic impact.

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What Does Being "Rich" Actually Mean?

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 Rich Yet).  It is a great question and the answers will vary from person to person.  Please note that we are talking about being financially rich, as there are other aspects of our lives that can also be rich.

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A Closer Look at The SECURE Act

The SECURE Act became law on December 20, 2019 and the intent of this new law is to strengthen retirement security.  Having enough income in retirement is an important concept in financial planning.  When we work with our clients and ask them what financial success means to them, the overwhelming response is security - knowing they will not outlive their assets. 
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What the SECURE Act Means For Individuals and Small Business Owners

By: Susan Powers

The new Setting Every Community Up For Retirement Enhancement (SECURE) Act was just signed by President Trump on December 20,2019.  For individuals and small business owners, there are several ways the SECURE Act may affect you.  Highlighted below are a few of the ways the new legislation will impact IRA and employer plan withdrawal options and new rules for small businesses starting a retirement plan effective January 1, 2020. 

IRA and Employer Plan Withdrawals

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Are You a DIY?

By: Kate Hennessy

With the new year and new decade upon us, one of your resolutions may be to save more or get your financial house in order.  I wanted to kick off the year with the top three reasons why people don’t ask an expert for help with their finances.  For those of you that haven’t hired an advisor, one or more of the reasons may resonate with you.

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Let's Talk - Markets, Money & Your Plan

By: Susan Powers

I recently hosted an evening with friends, food and wine where we discussed the current state of markets, the unique needs of women investors and the importance of aligning your investments with your goals.

The audience was diverse: single, married, small business owners, contractors working from home and retirees.  Their perspectives and questions were equally diverse.

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Top 10 Year-End Tax Tips

By: Patrick Cote

That time of year again!  While we are in the midst of holiday season, the last thing many of us want to do is sit down and think about taxes.  However, taking a few minutes to focus on some specific areas can make a big difference.

With that in mind, we prepared a list of 10 key items to focus on before 12/31:

 

1.  Donate appreciated assets

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Charitable Bunching

By: Kate Hennessy

During this time of year, I think about how grateful I am to have a healthy family.  Although our household is hectic, with two young children and a playful puppy, I don’t take our health for granted.  While our family makes donations to charitable organizations throughout the year, we tend to donate more of our time and money towards the end of the year.  This year our focus will be on charities that provide healthcare and education for children.

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