Blogs
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...
Financial Planning for Families with Disabilities
According to the CDC, 61 million people in the U.S., or about 1 in 4 adults, have a disability. Navigating the world of finances can be challenging for any family, but for those caring for individuals with disabilities, it can feel like an uphill battle. Families...
Deciphering Treasury Bonds
Why Treasury bonds could be beneficial in the current climate. Puzzled by the Treasury bond market? You’re not alone. While considerations around buying and selling stocks and mutual funds are relatively easy to understand – buy low, sell high, avoid high-fee funds –...
Assembling Your Wealth Planning Team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision. With all you’ve put into building your wealth, you deserve to get the most for its future. That starts with a team. Working with experienced...
Financial Planning Month – October 2024
Along with Breast Cancer Awareness month, October is Financial Planning month, a time to focus on the importance of personal finance management. Financial Planning month is observed nationwide during October. With the holiday season coming up (aka hefty gifting...
Offer Your Employees a Competitive Benefits Package
The “great resignation” has brought employee benefits to the fore in the last two years, a trend that shows little sign of slowing. A recent Accenture survey says retirement benefits are a must-have to retain and attract talent – 68% of workers with pension/retirement...
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