Financial Planning

Corey Jackson, CLU®, CFP®, ChFC®, CASL®

Senior Wealth Management Consultant

3 Ways to Determine How Much Life Insurance You Need

June 28, 2019 | Financial Planning

Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. Most commonly, life insurance provides for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child or grandchild’s future college …

Dana Vosburgh, CFP®

Director of Family Wealth Management

How Investors Should Handle Market Selloffs

May 29, 2019 | Financial Planning

When times are good, investors tend to think the good times will go on forever; and when times are bad, it can feel like the pain will never end. Heading into the end of last year, investors were enjoying one of the longest bull markets on record. US stocks reached levels up over 400% from their 2 …

Prosper, Volume Two

May 15, 2019 | Financial Planning

Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …

Dana Vosburgh, CFP®

Director of Family Wealth Management

2019 Contribution Limits: What You Need to Know

February 26, 2019 | Tax Planning

As many people are planning for their 2019 tax strategy, the IRS has released details about how much can be saved in tax-deferred accounts this year. I’m happy to report that contributions to most types of retirement accounts will be increasing – changes over recent years have been fairly modest. …

Tom Lesko

Senior Wealth Management Consultant

Ready, Set, Go! Financial Resolutions for 2019

January 28, 2019 | Financial Planning

It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …


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