Financial Planning

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Estate Planning Missteps of the Rich and Famous

February 26, 2018 | Estate Planning

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 | Tax Planning

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 …

Prosper, Volume One

December 12, 2017 | Financial Planning

We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Four Things You Can Do with Excess 529 Plan Funds

August 18, 2017 | Financial Planning

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 Contributions to a 529 plan may be state income tax deductible, grow federal and state tax-free, and can be withdrawn federal and state tax-free if used for qualifying higher education …


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