Financial Planning

Our comprehensive collection of investment insights

Webinar: Exclusively for Medical Professionals

May 19, 2017 | Wealth Management

  Estate planning is a vital part of the financial planning process at all stages of life, and the need for various estate planning tools will change throughout your lifetime. We discuss estate planning techniques that can help protect your assets, your practice, and your family. …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Four Signs it’s Time to Update Your Estate Plan

March 28, 2017 | Wealth Management

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Medicare FAQs

March 22, 2017 | Wealth Management

As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be …

Ethan McKenney, CFP®

Senior Wealth Management Consultant

Understanding Revocable Trusts

February 23, 2017 | Wealth Management

Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand the probate process. In very broad terms, a Will …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

12 Tips for Year-End Tax Planning

December 05, 2016 | Wealth Management

If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Tax Planning for the Trump Era

November 21, 2016 | Wealth Management

President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Comparing IRAs: Trusteed and Traditional

November 10, 2016 | Wealth Management

Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider. Both a Traditional IRA and a Trusteed IRA are …

Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …


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