Library

Financial Planning » Webinar: Exclusively for Medical Professionals

May 19, 2017 | Estate Planning

  Estate planning is a vital part of the financial planning process at all stages of life, and the need for various estate planning tools will change throughout your lifetime. We discuss estate planning techniques that can help protect your assets, your practice, and your family. …

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

February 21, 2017 | Estate Planning

  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 …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Tax Planning

Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » 12 Tips for Year-End Tax Planning

December 05, 2016 | Tax Planning

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®

Managing Director, Advisory Services

Financial Planning » Tax Planning for the Trump Era

November 21, 2016 | Tax Planning

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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