Test Your Knowledge of Financial Basics

by | Apr 27, 2019 | Monthly Tips

Congress has designated April as National Financial Literacy Month in order to raise awareness about the importance of financial literacy education in the United States. National Financial Literacy Month is the perfect time to focus on your saving, investing, and...

The Benefits of Tax-Advantaged Savings Vehicles

by | Mar 27, 2019 | Monthly Tips

Happy spring to everyone!  It is nice to finally have some more frequent sunshine and somewhat warmer temperatures. This month’s edition of Financial Planning Tips focuses on the benefits of tax advantaged savings vehicles.  Understanding the tax considerations of...

Investing Basics

by | Jan 20, 2019 | Monthly Tips

I hope the new year is off to a good start for everyone. This month’s edition of Financial Planning Tips focuses on investing basics.  With the recent volatility in the financial markets, many people have become fearful about their investment portfolios and what the...

Year-End Financial Planning

by | Dec 11, 2018 | Monthly Tips

The end of the year presents a unique opportunity to look at your overall personal financial situation.   With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things.  Taking what we now know...

The Benefits of Donating Appreciated Investments

by | Nov 23, 2018 | Monthly Tips

I am honored to be featured in the latest issue of the University of Vermont quarterly alumni magazine, Vermont Quarterly, in a piece about the benefits of donating appreciated stock and other investments.  See link below to the piece. planned giving page (VQ November...