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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 …

James Esposito

Qualified Plans Consultant

Financial Planning » 2020 Qualified Plan Limits

November 20, 2019 | Financial Planning

Well… it’s that time of year again. Red and gold leaves drift by the window. The pitter-patter of little goblin feet trails off into the chilling night. The gales of November seem too early. And, the IRS announces the qualified plan limits for the next year. The full text of IRS Notice 2019-59 …

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 …


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