By: Susan Powers
One of the first questions we ask clients when gathering information for their financial plan is, ‘At what age would you like to retire?’ T
By: Kate Hennessy
This year my husband and I are considering converting a portion or all of a tax-deferred rollover IRA to a Roth IRA. We’ve had discussions
By: Patrick Cote
The pandemic has affected all of our lives in many ways. For some families, the results have been tragic with the loss of loved ones. For
By: Patrick Cote
While created with good intentions, I have mixed feelings about the recent CARES Act provisions allowing for $100,000 in CRDs (coronavirus
By: Patrick Cote
What does being “rich” actually mean? I was recently asked this question by a client when we started talking about HENRYs (High Earners
By: Kate Hennessy
You have spent the past 40+ years accumulating assets and saving. You’ve been on autopilot and have enjoyed the ride. You have this
By: Susan Powers
The new Setting Every Community Up For Retirement Enhancement (SECURE) Act was just signed by President Trump on December 20,2019. For
By: Kate Hennessy
With the new year and new decade upon us, one of your resolutions may be to save more or get your financial house in order. I wanted to
By: Susan Powers
I recently hosted an evening with friends, food and wine where we discussed the current state of markets, the unique needs of women
By: Patrick Cote
That time of year again! While we are in the midst of holiday season, the last thing many of us want to do is sit down and think about