Financial Planning

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

It’s Not Too Late to Compound Your Savings for Retirement

August 07, 2018 | Wealth Management

For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …

Webinar: Financial Planning FAQs

August 02, 2018 | Wealth Management

Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Recent Social Security Headlines are Old News

June 27, 2018 | Wealth Management

An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …

Webinar: How to Financially Prepare for Retirement

June 01, 2018 | Wealth Management

  When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …

Rebecca Galliford, CFP®

Wealth Management Consultant

The Power of HSAs

May 24, 2018 | Wealth Management

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …

Ethan McKenney, CFP®

Senior Wealth Management Consultant

Spending Patterns in Retirement

April 17, 2018 | Wealth Management

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. When it comes to planning for retirement, few people fully understand if they are financially prepared to move into the next …

Tom Lesko

Senior Wealth Management Consultant

Qualified Charitable Distributions and the New Tax Law

March 13, 2018 | Wealth Management

The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Estate Planning Missteps of the Rich and Famous

February 26, 2018 | Wealth Management

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish …

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 …


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