By: Kate Hennessy
During this time of year, I think about how grateful I am to have a healthy family. Although our household is hectic, with two young
It’s a great question. Cash balance plans continue to be the fastest growing type of retirement plan for several reasons and yet too few business owners are
By: Patrick Cote
If you are a small business owner making $400K - $600K, there is a large potential tax savings that you have likely not heard about. It
Last week I hosted a gathering of clients and friends to talk about the process of a year end check up. I know, you’re probably thinking more about football
By: Kate Hennessy
College is one of life’s most important – and expensive investment goals. As a parent of two grade school kids, I know that their heading to
As I get older, I’ve become more curious about Social Security. I’m in my mid 40s and I have been paying into the system since high school. Hopefully, I’m 20+
Politics aside, it was tragic to hear that many government workers ran into trouble paying their bills when they did not have a paycheck for a month.
Although I’ve been in the financial industry for 20 years, I made a few mistakes before I became a financial advisor. Here’s a quick run-down of three and what
By: Susan Powers
Looking for tips to help you save money on your tax bill for 2018? Smart tax planning starts now rather than waiting until next year when it
By: Kate Hennessy
As a parent I appreciate the saying “they grow up so fast.” When I was on maternity leave in 2010, I remember how excited I was to fund our
The ideal retirement has evolved over time. There are a growing number of people who want a mix of work and play, especially if they are able to do so at a