By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
As the holiday season draws to a close, the spirit of giving continues to resonate. At the top of my gift-giving list remains an invaluable asset: financial literacy. Recognizing the role of money in...
Every December 8th marks National Health Savings Account Day, a timely occasion to shed light on an often-underappreciated financial tool for retirement planning. Regrettably, Health Savings Accounts...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
While Black Friday and Cyber Monday may primarily evoke images of frenzied shoppers and discounted goods, savvy investors understand that these annual shopping bonanzas can be informative indicators...
By Anthony M. Corrao | CFP® Financial Planning Director
Partner
National Day of Giving takes place every year on the Tuesday after Thanksgiving and as the year draws to a close, many individuals and organizations engage in year-end planning to optimize their...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In the realm of personal finance, individuals have a range of tools to secure their financial future. Annuities, which are essentially contracts with insurance companies, are one tool gaining...
By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions
The Rules governing Required Minimum Distributions (RMDs) have been a moving target over the past several years. The SECURE Act of 2019, SECURE Act 2.0, and several related IRS decisions made...
By Michael A. Riskin | CPA/PFS, CFP®, MSTVICE PRESIDENT | TREASURER
PARTNER
Employer-Sponsored Retirement Plans | 401k Plans In 2024, the annual contribution limits for 401(k) plans, will be $23,000 for individuals under 50 years of age. Those aged 50 and older have the...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In the constantly evolving tapestry of today's economy, predictions for growth and inflation are as diverse as they are uncertain. From the brightest forecasts to the bleakest outlooks, we delve into...
When we sit down with new clients to begin building their financial plans, we are often asked our thoughts on paying off a mortgage early. However, like many financial decisions, there isn't a...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
If you've ever experienced the thrill of an amusement park rollercoaster, you'll understand the exhilaration of its twists, turns, and those stomach-churning moments. Similarly, our current financial...
