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Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020

January 27, 2020 | Financial Planning

We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Highlights of the Newly Enacted SECURE Act

December 20, 2019 | Financial Planning

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is designed to expand and preserve retirement saving options for more Americans. While the Act introduces nearly 30 new amendments to the Internal Revenue Code, we highlight 12 changes we believe will be the most impactful for …

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Keeping an Eye on Recent Rulings as the SECURE Act Looks to Pass

December 18, 2019 | Financial Planning

News about finances, health care, and estate planning is constantly changing – modification in laws and regulations can be confusing, and it’s difficult to know how your finances will be affected. Below we outline a few of the most recent changes, particularly proposed updates to retirement …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » Ready, Set, Go! Financial Resolutions for 2019

January 28, 2019 | Financial Planning

It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …

Library » Foundations, Volume Two

October 03, 2018 | Investment Themes

In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »

Ethan McKenney, CFP®

Client Consultant

Financial Planning » Spending Patterns in Retirement

April 17, 2018 | Planning for Retirement

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 …

Markets & Economy » Inflation Worries Are Picking Up

March 19, 2018 | Market Commentary

The Federal Open Market Committee’s two-day policy meeting begins tomorrow, March 20, and investors are assigning a high probability that policymakers will hike interest rates by 25 basis points. With respect to the inflation outlook, the magnitude and frequency of changes to the Fed funds rate …


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