Blog

Tax Planning Tools During Times of Uncertainty

Sep 17, 2021
There are tax consequences to virtually any financial moves you make – whether it’s investing, saving, spending, donating, or accumulating. Those tax considerations have a direct impact on how much money…

The Tax Deadline to Contribute to Your 401(k) Plan is December 31st

Sep 15, 2021
As the end of 2021 approaches there is an important tax-savvy move that you can and should consider by year end. While contributions to IRAs can be made for the previous year up to the tax-filing deadline…

Kathleen Burns Kingsbury's Staff Picks for Breaking Money Silence® Podcasts

Sep 14, 2021
Our friend Kathleen Burns Kingsbury, wealth psychology expert and host of the “Breaking Money Silence” podcast, has asked her staff to choose their favorite Breaking Money Silence® podcasts of all times.…

It’s time to take an Evidence-based Approach to Your Investments

Sep 09, 2021
An evidence-based approach to your investment portfolio has a special focus on understanding the investment best practices and body of knowledge defined by the last 50-plus years of academic and practitioner…

Your Divorce is Finalized - Now What?

Sep 02, 2021
The judge has signed off and you are officially divorced. This was likely an emotional process, but before you take a sigh of relief there are probably still important action items to take care of. Of…

Meet Breanna Sykes

Sep 01, 2021
Breanna is a Wealth Advisor with a Master of Business Administration (MBA) and a concentration in entrepreneurship from Bellevue University. She started her career path in business and technology education…

10 Strategies for Business Owners to Create, Manage, and Distribute Wealth

Aug 26, 2021
The global pandemic brought on some challenges like supply chain delays, inflationary spikes in segments of the economy, and a very tight labor market and despite them your business is still successful.…

Virtual Townhall: Investing in Vermont’s Communities

Aug 23, 2021
Virtual Townhall: Investing in Vermont’s CommunitiesWednesday, September 22nd12:00pm - 1:00pm Guest: Will Belongia, Executive Director at the Vermont Community Loan Fund Join us and discover how the…

Tax Credits for Going Green

Aug 20, 2021
These three federal tax credits may help defray part of the cost to make your home more energy efficient or to purchase a new plug-in vehicle. Making qualified energy-saving improvements to your home…

Early Retirement or Buyout Offer – Should You Accept?

Aug 12, 2021
Your employer wants to trim the payroll and offers you a financial incentive, such as an early retirement or buyout package, to leave voluntarily. What do you do? How do you know whether the offer is a…