Tax Planning

/Tax Planning
­

A New Year’s Resolution

By: Matt Kelly, CFP®

It’s that time of year again. The snow has started falling. The holidays are seemingly stacked on top of one another. We have time off from work and our busy schedules. And, the days are filled with […]

Six Estate Planning Focuses for Unmarried Couples

By: Trina Brown, Financial Planning Analyst

According to the Pew Research Center,1 the percentage of adults presently married in the United States declined from a high of 72% in 1960 to a low of 50.5% in 2012. At the same time, […]

Tax and Estate Planning Throughout Retirement

By: Michael A. Montileone, CFP® and Chris P. Wieder, CFP®

There are many life changing events that occur in a lifetime with retirement normally being in the top five. In addition to being assured that you have accumulated enough assets for […]