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...

Health Insurance Open Enrollment for 2019

by | Oct 31, 2018 | Monthly Tips

November 1 Begins Open Enrollment for Health Insurance Marketplaces Beginning on November 1, 2018, individuals (including their families) may apply for new health insurance or switch to a different health-care plan through a Health Insurance Marketplace under the...

The Importance of Simplifying Accounts

by | Sep 30, 2018 | Monthly Tips

Overview There are many reasons you may have multiple investment and banking accounts. Job changes resulted in multiple retirement plans located at different institutions You started investing in companies or mutual funds by directly buying a small number of shares...

Picking a Financial Caretaker

by | Aug 24, 2018 | Monthly Tips

I am pleased to present the latest edition of Financial Planning Tips.  This month, I have selected a topic that is often overlooked – picking a financial caretaker to manage your financial affairs if you are no longer able to do so yourself (either temporarily or...

Controlling Health Care Costs

by | Jul 27, 2018 | Monthly Tips

Controlling your health care costs Health care costs are spiraling out of control. New technology, advanced testing, and “designer” drugs along with a “fee for service” system encourages doctors to do more, putting pressure on health care costs. What can you do to get...