Financial Planning

Our comprehensive collection of investment insights

Dana Vosburgh, CFP®

Director of Family Wealth Management

What Individuals and Business Owners Need to Know about the Tax Cuts and Jobs Act

January 29, 2018 | Wealth Management

When the formal tax reform process began during the second half of 2017 - and even back in 2016 when President Trump campaigned on the importance of tax reform - key goals were to simplify the tax code, eliminate certain unpopular taxes, reduce taxes for the middle class, and significantly reduce …

Tax Reform and What Comes Next

November 20, 2017 | Wealth Management

As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Four Things You Can Do with Excess 529 Plan Funds

August 18, 2017 | Wealth Management

529 college savings plans are widely touted as the most effective way to save for college education expenses. Contributions to a 529 plan may be state income tax deductible, grow federal and state tax-free, and can be withdrawn federal and state tax-free if used for qualifying higher education …

Rebecca Galliford, CFP®

Wealth Management Consultant

Four Common Types of Debt and What They Mean for You

July 11, 2017 | Wealth Management

American household debt – including mortgages, auto and student loans, and credit cards – has reached a new high at $12.7 trillion, surpassing the previous peak credit bubble levels of 2008, according to the Federal Reserve Bank of New York. In today’s low interest rate environment, debt can be …


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