Blog

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

Too many of us have been victims of some type of identity theft but there are many things we can do to help protect ourselves.  This month we each discuss steps you can take now.  These suggested actions are not too time consuming, some are simply good habits we need to remind ourselves to follow.

Step 1 – create your personal my Social Security account. 

By: Kate Hennessy, CFP®

As someone who had her purse stolen and was then a victim of identity theft, I am acutely aware of both my physical and financial security. It’s not fun when a bad actor swipes your bag or your personal information.  Although there are multiple steps to prevent your identity from being stolen, in this article I highlight three that sometimes people overlook but should incorporate into their daily lives.

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 re

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:

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 can come in diff

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 mor

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.