by Holly Cloutier | Oct 18, 2021 | All, Financial Planning
While the economy is still expanding, the pace of the expansion growth slowed a bit in the third quarter. Many in the U.S. were expecting that summer would see a return to a somewhat more normal way of life – whatever that even means anymore. However, the more severe...
by Holly Cloutier | Sep 30, 2021 | All, Business Exit Planning, Financial Planning
Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent incapacitation, it may affect both your business and the lifestyles of the people who rely on you. Here are three things you...
by Holly Cloutier | Sep 30, 2021 | All, Financial Planning
Background: A client that had been recently widowed was both frustrated and emotionally drained because they had attempted to get in touch with the social security office multiple times and had no success making any changes or getting the information they needed. The...
by Holly Cloutier | Sep 27, 2021 | All, Financial Planning
Background: A client purchased a second property in a popular summer vacation area. They planned on doing a large renovation and wanted this property to stay in the family for generations to come. The Challenge: How to keep the property in the family for...
by Holly Cloutier | Sep 20, 2021 | Business Exit Planning, Financial Planning
Background A client came to us concerned about the enormous tax liability they would face in retirement as the bulk of their savings was in tax deferred retirement accounts. They wanted to know if there was a strategy to minimize this tax liability and maximize...
by Holly Cloutier | Jul 21, 2021 | All, Financial Planning
The economic recovery from the pandemic continued and equities surged during the first half of 2021. The S&P 500 index was up 15.3% during the first six months, ranking as the second-best performance for a first half of a year since 1998[1]. The pace of the...
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