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
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
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 different forms
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.
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
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
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