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Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » 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 …

Markets & Economy » An Update on the Coronavirus and Markets

February 24, 2020 | Market Commentary

The Coronavirus outbreak spread beyond the Middle East and Asia this weekend, rekindling fears of a global pandemic and roiling international financial markets. Reports of new cases surged in South Korea, Iran, and northern Italy as the global total of reported cases approaches 100,000. …

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » 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- …


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