Financial Planning

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Changing Your State Residency: Tips for NYS Residents

December 14, 2015 | Tax Planning

New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely. As a result, many NYS residents, especially those “snow birds” who …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Social Security Developments: What You Need to Know

December 01, 2015 | Planning for Retirement

The Bipartisan Budget Act of 2015, signed into law by President Obama on November 2nd, included a provision that eliminates popular Social Security planning strategies. Below is a brief, general summary of the changes, aimed at closing unintended “loopholes:” The budget act has eliminated the " …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Tax-Loss Selling Considerations for Investors at Year-End

November 13, 2015 | Tax Planning

As the end of the calendar year approaches, many investors with taxable investment accounts that have realized capital gains during the year consider selling their stocks and/or bonds that are currently at a loss, to offset the gains and reduce the tax consequences. Typically, an investor will …


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