By: Patrick Cote, CFA, CFP®
We believe credit freezes are one of the most effective, yet least-discussed, techniques to prevent identity theft. They might be
By: Susan Powers, CFA, CPA, CFP®, CPFA
Too many of us have been victims of some type of identity theft but there are many things we can do to help protect
By: Kate Hennessy, CFP®
As someone who had her purse stolen and was then a victim of identity theft, I am acutely aware of both my physical and financial
By: Susan Powers, CFA, CPA, CFP®, CPFA
Is now a good time to refinance your home? First determine how long you plan to stay in your home, consider your
By: Patrick Cote, CFA, CFP®
You may have heard about GameStop this past week
By: Kate Hennessy, CFP®
As an aunt to 19 nephews and nieces, most of whom are in their 20’s, I often get questions from them about financial planning. Just
10/20/2020 - originally aired on Sirius XM Channel 132, Business Radio Powered by the Wharton School
By: Susan Powers, CFA, CPA, CFP®, CPFA
COVID-19 brought financial changes and challenges to many this year and Congress responded with relief packages for both
By: Kate Hennessy, CFP®
Sir Winston Churchill once said, “We make a living by what we get, we make a life by what we give.” Giving can come in different forms
By: Patrick Cote, CFA, CFP®
As we near the end of the year, it is worth taking a step back to think about where we are from an investment perspective.
By: Patrick Cote
Ben Franklin famously said nothing is certain except death and taxes. Given that estate plans are focused on both, you would think we would
By: Susan Powers
With just a few weeks left in 2020 to maximize your tax savings we are sharing potential actions you can take now to make a difference in