May 20, 2022 | All, Blogs/Articles, Tax Planning
By Mike Collopy, CFP® Making gains on your investments is a positive sign that the markets are working in your favor. Unfortunately, cashing in on your appreciated assets means you will also have to pay some taxes on your gains. Taxes are not avoidable, but...
May 6, 2022 | All, Blogs/Articles, Financial Planning
By Kevin Boutwell, CFP® Retirement is one of life’s greatest milestones. Not surprisingly, it’s both an exciting and worrisome prospect for many Americans nearing their golden years. According to a 2021 poll by the National Institute on Retirement Insecurity, 56% of...
Mar 15, 2022 | All, Blogs/Articles, Executives, Financial Planning
By Kevin Boutwell, CFP® There’s a reason your employer offers you a benefits package: it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that of the...
Mar 11, 2022 | All, Blogs/Articles, Market Insights
By Kevin Boutwell, CFP® and Mike Collopy, CFP® After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020.[1] Monday’s market dip put the S&P 500 down over 10%,...
Mar 10, 2022 | All, Blogs/Articles, Financial Planning
By Charles Crowley CFP®, AIF® For some, 2021 flew by and it yielded little challenge. For others, the New Year’s confetti couldn’t come fast enough to usher in a new start for 2022. Regardless of which camp you fell into, what we all are staring at right now is that...
