By: Susan Powers
I recently hosted an evening with friends, food and wine where we discussed the current state of markets, the unique needs of women
By: Patrick Cote
That time of year again! While we are in the midst of holiday season, the last thing many of us want to do is sit down and think about
By: Kate Hennessy
During this time of year, I think about how grateful I am to have a healthy family. Although our household is hectic, with two young
It’s a great question. Cash balance plans continue to be the fastest growing type of retirement plan for several reasons and yet too few business owners are
By: Patrick Cote
If you are a small business owner making $400K - $600K, there is a large potential tax savings that you have likely not heard about. It
Last week I hosted a gathering of clients and friends to talk about the process of a year end check up. I know, you’re probably thinking more about football
By: Kate Hennessy
College is one of life’s most important – and expensive investment goals. As a parent of two grade school kids, I know that their heading
As I get older, I’ve become more curious about Social Security. I’m in my mid 40s and I have been paying into the system since high school. Hopefully, I’m 20+
Politics aside, it was tragic to hear that many government workers ran into trouble paying their bills when they did not have a paycheck for a month.
Although I’ve been in the financial industry for 20 years, I made a few mistakes before I became a financial advisor. Here’s a quick run-down of three and what