Financial 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. …

Andrew DelMedico, CFP®

Client Consultant

Four Signs it’s Time to Update Your Estate Plan

March 28, 2017 | 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 sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy …

Ethan McKenney, CFP®

Client Consultant

Understanding Revocable Trusts

February 23, 2017 | Estate Planning

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®

Client Consultant

12 Tips for Year-End Tax Planning

December 05, 2016 | Tax Planning

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 …


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