Fiscally Fit Year End
BY: KATE HENNESSY, CFP®
Year-End Tax Planning – Take action now to reduce your taxes
BY: SUSAN POWERS, CFA, CPA, CFP®, CPFA
Finding time to think about tax planning now may seem premature. However, now is exactly when you need to be thinking about your year-end tax planning and more importantly; talking with your Advisor, your tax professional, or attorney as well. Make sure you have time to implement the strategy
Radio Appearance: Kate Hennessy on Your Money
9/07/2021 - originally aired on Sirius XM Channel 132, Business Radio Powered by the Wharton School
Inherited IRAs for Non-Spouses
BY: KATE HENNESSY, CFP®
In 2005, after my Dad passed away suddenly, my brother, the executor of his estate, took a year to gather information about my parents’ investment accounts, so that it was easy for my Mom to understand. My Mom lived another 10 years and then she passed away suddenly in 2015. Thankfully, the work that my brother did following my Dad’s death created less administrative work for my siblings and I after my Mom passed.
Qualified Charitable Distributions – Easy as Writing a Check!
BY: SUSAN POWERS, CFA, CPA, CFP®, CPFA
Using an IRA to make a charitable donation can help a worthy cause and help lower your tax bill as well. As we approach the fourth quarter, you may be reviewing your charitable giving strategies with a financial and tax advisor as part of your year-end planning. While some tax efficient giving strategies can be a bit complex, qualified charitable distributions (QCDs) are as easy as writing a check to your favorite charities!
What is a QCD?
Roth IRA for Kids
BY: KATE HENNESSY, CFP®
When I was a teenager I had a summer job and my parents helped me open a savings account. This action started me on my savings path and while I wouldn’t say I was saving for retirement at that point in my life, I did start to understand the concept of saving.
Radio Appearance: Susan Powers & Kate Hennessy On Your Money
6/22/2021 - originally aired on Sirius XM Channel 132, Business Radio Powered by the Wharton School
WHY WOMEN ARE BETTER INVESTORS
BY: PATRICK R. COTE, CFA, CFP®
Over the last few years, several studies from Fidelity, Wells Fargo, the University of California and Hargreaves Lansdown in the UK show that women’s investment returns tend to outperform men’s by anywhere from 0.4% to 0.8% per year.
All Girls Are Good At Math
BY: KATE HENNESSY, CFP®
The fear and intimidation that women face about finances can start at an early age.
Research has shown that as young as 4th grade girls believe they are equal to boys and can do anything boys can do – girls enjoy and are good at both math and science.
Don't Let Fear Hold You Back
BY: SUSAN POWERS, CFA, CPA, CFP®, CPFA
This was the message from a new client to others when she and I spoke about the circumstances in her life that caused her to seek out the services of a registered investment advisor.
The fear - of what; why was it holding you back?
Women and Financial Planning
WOMEN HELPING WOMEN BY SHARING THEIR FINANCIAL JOURNEY
Radio Appearance: Patrick Cote on Your Money
5/19/2021 - originally aired on Sirius XM Channel 132, Business Radio Powered by the Wharton School