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Financial Planning » Webinar: Financial Planning FAQs

August 02, 2018 | Wealth Management

Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » Recent Social Security Headlines are Old News

June 27, 2018 | Wealth Management

An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …

Financial Planning » Webinar: How to Financially Prepare for Retirement

June 01, 2018 | Wealth Management

  When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » The Power of HSAs

May 24, 2018 | Wealth Management

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …

Ethan McKenney, CFP®

Senior Wealth Management Consultant

Financial Planning » Spending Patterns in Retirement

April 17, 2018 | Wealth Management

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. When it comes to planning for retirement, few people fully understand if they are financially prepared to move into the next …

Library » 2018 Tax & Planning Guides

January 31, 2018 | Wealth Management

Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. With this in mind, we created a set of reference guides to break down exactly what you need to know about the new tax law, …

Financial Planning » Prosper

December 12, 2017 | Wealth Management

We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …

Financial Planning » Tax Reform and What Comes Next

November 20, 2017 | Wealth Management

As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …


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