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...
by Holly Cloutier | Jul 15, 2021 | Financial Planning
By the time you reach 72, your qualified retirement accounts, including your 401K and your IRA, will be subject to rules and regulations governing account withdrawals. These distributions from your retirement accounts might be an essential source of funds as you...
by Holly Cloutier | Jul 9, 2021 | All, Business Exit Planning, Financial Planning
Managing taxes and planning for long-term illness or death are essential parts of financial planning. If you leave behind a 401K account when you pass away, your beneficiaries will be responsible for handling the account. The beneficiary of an inherited 401K might be...
by Holly Cloutier | May 25, 2021 | All, Financial Planning, Investment
The purpose of this article is to inform you of recent transactions within the Global Asset Allocation Strategy. As discussed during the First Quarter Market Update, the strategy has been considerably overweight equities in recent months. We have been believers in the...
by Holly Cloutier | May 25, 2021 | All, Business Exit Planning, Financial Planning, Investment
Minimizing your potential income taxes requires a regular review of your financial picture and the current tax strategies available to you. In fact, tax planning can be a year-round activity. Strategies to ConsiderAlthough your tax picture is unique to you, there are...
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