Library

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » Tax Planning for the Trump Era

November 21, 2016 | Tax Planning

President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities …

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » Comparing IRAs: Trusteed and Traditional

November 10, 2016 | Planning for Retirement

Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider. Both a Traditional IRA and a Trusteed IRA are …

Financial Planning » Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …

Megan Henry

President of Exeter Trust Company

Financial Planning » Let your Legacy Live On With a Trusteed IRA

September 19, 2016 | Planning for Retirement

Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away. It sounds simple, but anyone living with an …

George Marron, CFP®

Senior Wealth Management Consultant

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

June 23, 2016 | Estate Planning

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®

Client Consultant

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

April 25, 2016 | Planning for Retirement

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 …


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