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
BY: PATRICK COTE
You may not have heard about tax diversification – most people have not. Tax diversification is making sure that investments are placed into
BY: SUSAN POWERS
One trend is that rural areas are seeing renewed popularity as more people choose to live in less densely populated areas and have the
BY: KATE HENNESSY
Last month I mentioned that my husband and I were considering converting a portion of my Traditional IRA to a Roth IRA, otherwise known as a
By: Susan Powers
One of the first questions we ask clients when gathering information for their financial plan is, ‘At what age would you like to retire?’ Tho
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