Financial Planning

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 …

Rebecca Galliford, CFP®

Wealth Management Consultant

Four Common Types of Debt and What They Mean for You

July 11, 2017 | Financial Planning

American household debt – including mortgages, auto and student loans, and credit cards – has reached a new high at $12.7 trillion, surpassing the previous peak credit bubble levels of 2008, according to the Federal Reserve Bank of New York. In today’s low interest rate environment, debt can be …

Webinar: Exclusively for Medical Professionals

May 19, 2017 | Estate Planning

  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. …


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