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What is a Financial Plan? by Lee F. Hediger

Posted on November 16, 2017

A financial plan is a written document that lays out your future financial, business and lifestyle goals and maps out comprehensive strategies for achieving them. Contrary to popular belief, financial planning is not just for the wealthy. Rather, it is a critical planning tool that can help all individuals at […]

Helping Aging Parents Decide to Stay in Homes or Move Out by Brendan T. Hayes

Posted on November 07, 2017

A harsh reality of getting older is the potential that physical and mental limitations can impact individuals’ quality of life and their ability to continue living independently. When individuals fail to plan in advance for these possibilities, decision-making may fall to their adult children who may not have a grasp […]

IRS Sets Retirement Plan Contribution Limits for 2018 by Sean Deviney, CFP

Posted on November 01, 2017

As we near the end of 2017, the IRS has announced the cost-of-living adjustments that will apply to the amount that individuals may contribute to retirement plans in 2018 and report on their tax returns in 2019. However, taxpayers should remember that they still have time to max out their […]

President Trump Outlines Tax Reform by Eric P. Zeitlin

Posted on October 17, 2017

On September 27, 2017, President Donald Trump and top Republican leaders introduced a broad framework for tax reform that the administration claims will result in “massive tax cuts” to businesses and the middle class. Critics of the plan claim it is a windfall to the rich. The truth is that […]

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