Search
Filter by type
Financial Planning
Stay up-to-date with our latest insights and resources during COVID-19. Learn more
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 " …
Audience
IndividualsTax-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 …
The Basics of Estate Planning, Part 1
September 15, 2015 | Estate Planning
Veronica Van Nest, Senior Wealth Management Consultant, defines estate planning and explains what you need to do in order to create an estate plan.
Audience
IndividualsOur Approach to Tax Management
September 01, 2015 | Tax Planning
Dana Vosburgh, the Director of Family Wealth Management, addresses how we manage money to reach investment goals while also remaining conscious of tax implications.
Audience
Individuals