Blogs
Life-Changing Events Change Your Taxes, Too
Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones you’ll need to tell your tax pro and your advisor about as soon as possible. The former can find credits you qualify for and dig up deductions, while the...
Healthy, Wealthy and Wise
The connection between health and wealth is more than a Benjamin Franklin quote. It turns out that saving and investing for retirement, preparing for major life changes, and providing financial guidance and education along the way can have a substantial impact on both...
Financial Resolutions For 2025
Start the new year right by reviewing and revamping your financial plan! Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? As we step into the year 2025, its...
Are your important documents secure and accessible?
Pop quiz: In an emergency, could your loves ones find your current will and power of attorney? If you had to evacuate your home, could you quickly get your hands on your passport, deeds and keepsakes? Are your documents in a watertight, fireproof safe, or scattered...
The Psychological Side of Spending Your Retirement Savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement. For years, you’ve been saving and investing for retirement. But what happens when you finally retire and it’s time to switch...
A business owner’s guide to year-end tax planning
Tax mitigation strategies can help the bottom line. While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it’s a good idea to schedule a meeting with your financial...
Thanksgiving
Written by: Gary Gainspoletti, CPA, CFP® For the most part, Thanksgiving should be one of the most important events on our calendar but for many it’s just another day off of work. Just for a few moments this year take some time to reflect on the many things in...
Make Your Final Tax-Saving Moves Before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that...
Make Your Files Findable When You Leave Them to Your Heirs
Living life and facing death can be liberating – and it doesn’t have to be hard. Depending on the source, about half of Americans know they should have a will but don’t. And a National Library of Medicine study found that in 2017 only a third of us had completed...
Dollars and Sense: Teaching Financial Literacy Early Pays Off
In no uncertain terms, youth who participate in early financial literacy programs make better financial decisions later in life. Based on 76 empirical studies across 33 countries, the Financial Industry Regulatory Authority (FINRA) and National Endowment for Financial...
Why Work with a Financial Advisor?
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future. Choosing to work with a financial advisor can make a positive difference in your current and future life – and even for the next...
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