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Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » 10 Financial New Year’s Resolutions for 2021

January 08, 2021 | Financial Planning

The start of a new year goes hand in hand with making resolutions, and financial health tends to be one of the most popular topics. Although not all new year’s resolutions are successful, the list below should give you a good idea on how to keep financial resolutions throughout this year and …

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Individuals

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Retirement Planning RMD Roth IRA Tax Planning

Megan Henry

President of Exeter Trust Company

Financial Planning » Let your Legacy Live On With a Trusteed IRA

September 19, 2016 | Planning for Retirement

Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away. It sounds simple, but anyone living with an …

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Individuals

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Estate Planning IRA Trusteed IRA individual retirement account Tax Planning family wealth management

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