George Marron, CFP®

Senior Wealth Management Consultant

Financial Planning » Three Essential Components of a Family Wealth Succession Plan

June 23, 2016 | Wealth Management

Sustaining family wealth across multiple generations is difficult. So difficult, in fact, that there are numerous proverbs from cultures around the world that describe the problem: “Shirtsleeves to shirtsleeves in three generations” (U.S.), “from barn stall to barn stall in three generations” ( …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » Friday Deadline to Claim Under Social Security’s File & Suspend Strategy

April 25, 2016 | Wealth Management

For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early while continuing to accrue larger benefits, the File and Suspend strategy is attractive to retirees because it …

Financial Planning » Contribution Limits, Tax Rates, and More for 2016

January 14, 2016 | Wealth Management

Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. In many cases, the information can be difficult to locate or confusing to break down. With this in mind, we have created a reference guide …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » Social Security Developments: What You Need to Know

December 01, 2015 | Wealth Management

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 " …