Financial Planning

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Margaret Jeffries, CFP®

Wealth Management Consultant

Keeping an Eye on Recent Rulings as the SECURE Act Looks to Pass

December 18, 2019 | Financial Planning

News about finances, health care, and estate planning is constantly changing – modification in laws and regulations can be confusing, and it’s difficult to know how your finances will be affected. Below we outline a few of the most recent changes, particularly proposed updates to retirement …

Rebecca Galliford, CFP®

Wealth Management Consultant

Turning 65 and Still Working? What You Should Know About Medicare Enrollment

September 27, 2019 | Financial Planning

Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …

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 …

Dana Vosburgh, CFP®

Managing Director, Advisory Services

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 …


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