Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes

We have been fortunate to have another year of climbing stock prices, and been blessed with a solid performance in our portfolios. With this good fortune, we are also face with the uncertainty of the Republican tax plans currently before Congress, geopolitical risks, rising rates, and the maturity of the rising markets. The thoughts of […] Read More

Alex Vaccarella, CFP, one of our Financial Life Planners was quoted in the article “5 Reasons Why Roth Plans are More Popular with Millennials than Baby Boomers”

This article summarized the top five reasons the decision to choose a Roth IRAs or a Roth 401(k) is often age based and why Roth plans are more popular with Millennials .  Alex was quoted as saying: ““I think younger demographics are more familiar with Roth accounts and may be more likely to be in […] Read More