Financial Planning

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Dana Vosburgh, CFP®

Managing Director, Advisory Services

Understanding the SECURE Act: Inherited IRAs and the “Stretch” Concept

March 05, 2020 | Financial Planning

The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Arguably the most noteworthy change is the partial elimination of the “stretch IRA”. Starting in 2020, for IRAs passing to certain beneficiaries – non-eligible designated …

Andrew DelMedico, CFP®

Client Consultant

Four Signs it’s Time to Update Your Estate Plan

February 18, 2020 | Estate Planning

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 be expensive, and may evoke fears of death. However, having an effective, up-to-date estate plan is vital to achieving your multi- …

Rebecca Galliford, CFP®

Wealth Management Consultant

5 Tips for Saving Money and Paying Off Debt in 2020

January 27, 2020 | Financial Planning

We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …

Tom Stedman

Associate Wealth Management Consultant

Highlights of the Newly Enacted SECURE Act

December 20, 2019 | Financial Planning

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is designed to expand and preserve retirement saving options for more Americans. While the Act introduces nearly 30 new amendments to the Internal Revenue Code, we highlight 12 changes we believe will be the most impactful for …

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 …


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