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Tom Lesko

Senior Wealth Management Consultant

Financial Planning » 3 Important Considerations When Drafting Your Will

August 11, 2020 | Financial Planning

We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …

Financial Planning » Your Financial Planning Questions, Answered

April 30, 2020 | Financial Planning

A sudden downturn in the markets usually gets individuals and families thinking about their personal finances. At a time like this, it’s important to make sure your financial plan is still in a place to succeed, no matter how long the volatility may last. Below, we’ve outlined some of the most …

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- …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » It's Been a Great Decade. Now What?

January 16, 2020 | Fundraising

The 2010s are over, and by now, you’ve surely been inundated with nostalgic stories of how much the world has changed over the past decade. When it comes to investments, most of the recaps we’ve seen follow a similar narrative: It’s been a great decade for investors. You can’t argue with the …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Turning 65 and Still Working? What You Should Know About Medicare Enrollment

September 27, 2019 | Financial Planning

Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …


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