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Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Long-Term Care Month: The Costs

December 07, 2020 | Retirement Plans

Long-Term Care (LTC) not only requires logistical planning, but also careful cost consideration. In our last post, we detailed the specifics of who may need LTC and what kind, and now we’re digging into the cost of preparing yourselves for these types of substantial costs. Based on information …

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Long-Term Care Month: What You Need to Know

November 25, 2020 | Retirement Plans

November is National Long-Term Care Awareness Month. With the holiday season right around the corner and many discussions to be had around the dinner table (or Zoom call) with your loved ones, now is the perfect time to learn about long-term care and begin the conversation with your family. …

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 …

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » 2019 Contribution Limits: What You Need to Know

February 26, 2019 | Tax Planning

As many people are planning for their 2019 tax strategy, the IRS has released details about how much can be saved in tax-deferred accounts this year. I’m happy to report that contributions to most types of retirement accounts will be increasing – changes over recent years have been fairly modest. …

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 »

Financial Planning » Webinar: Financial Planning FAQs

August 02, 2018 | Financial Planning

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®

Managing Director, Advisory Services

Financial Planning » Recent Social Security Headlines are Old News

June 27, 2018 | Planning for Retirement

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 …


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