Library

Ethan McKenney, CFP®

Senior Wealth Management Consultant

Financial Planning » Understanding Revocable Trusts

February 23, 2017 | Wealth Management

Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand the probate process. In very broad terms, a Will …

Financial Planning » Webinar: The Importance of Estate Planning Early (& Often)

February 21, 2017 | Wealth Management

  Estate planning is a vital part of the financial planning process at all stages of life, and the effectiveness of various estate planning tools will change throughout an individual’s lifetime. In this recorded webinar, we discuss the importance of estate planning and share …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » 12 Tips for Year-End Tax Planning

December 05, 2016 | Wealth Management

If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » Tax Planning for the Trump Era

November 21, 2016 | Wealth Management

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 …


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