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?’ T
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: 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: Patrick Cote
As we start to emerge from various shelter-in-place orders across the country, Susan, Kate, and I thought that it’s a great time to share an
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
By: Kate Hennessy
You have spent the past 40+ years accumulating assets and saving. You’ve been on autopilot and have enjoyed the ride. You have this
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
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