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Financial Planning Focus
Investment Management
Special Release

Financial Planning Focus - Charitable Giving Strategies Under the Tax Cuts and Jobs Act

Approximately 30 percent of taxpayers itemize deductions, according to the Tax Policy Center of the Urban Institute and Brookings Institution, and roughly 82 percent of itemizers reported charitable contributions.

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Financial Planning Focus - Autumn Cleanup for Your Financial Backyard

By Matt Cohen, CFP®, CIMA®

As the weather turns from hot and humid to cool and crisp, we often think of things we want to accomplish before the end of the year. Like leaves piling up in the yard, it usually feels like as soon as one item is crossed off your list, it is replaced by three more.

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Financial Planning Focus - Protecting Your Personal Information

We are pleased to announce a valuable opportunity in early 2019! We are hosting an event related to the latest cyber security trends, including how to protect yourself and your information.

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Financial Planning Focus - Client Question: How Much Can I Spend in Retirement?

This is actually a trick question. Because every client eventually asks it and every answer is, of course, different. It is our job to make sure that our clients meet and/or exceed their retirement goals, including timing of retirement and desired spending levels.

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Financial Planning Focus – Client Lunch and Learn

Approximately 5 million older Americans are financially exploited every year and the financial loss has been estimated to exceed $36.5 billion.

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Financial Planning Focus – Happy Anniversary? One Year After the Equifax Data Breach

By Brian L. Mackin, CFP®

On September 7th, 2017, credit reporting agency Equifax announced the largest cybersecurity breach in history, affecting over 145 million American consumers. Looking at a 1-year chart of Equifax’s stock price, it’s almost as if the breach never happened.

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Financial Planning Focus – The Call to Care—What are Your Wishes?

By Angela Creech, JD, CFP®, CLTC, CASL®

A recent article in the Wall Street Journal really hit home that I need to have a tough conversation with my family. The article was “The Call to Care for Aging Parents Comes Sooner Now,” by Clare Ansberry, updated August 6, 2018. 

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Financial Planning Focus – Health Savings Accounts as Supplemental Retirement Savings

By Brian Horan

Clients often want to discuss ways to set aside more of their current income in a tax-efficient manner, in order to save for future retirement needs.

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Financial Planning Focus – They Grow up So Fast: Things to Consider As Your Child Heads off to College

By Kim Cox, CFP®

As your child heads off to college this fall, you will be thinking of many things – housing issues, packing up all of the essentials, setting up bank accounts, registering for classes, etc.

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Financial Planning Focus – Who Will Inherit Your Little Red Corvette

By Matt Cohen, CFP®, CIMA®

It’s been a little over two years since the sudden and tragic death of the music legend Prince. In life he was a perfectionist who was meticulous with his public image – notably changing his name to an unpronounceable symbol in the mid-1990s.

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