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COVID-19

Now is the Time to Review Estate Planning Documents by By Kathleen Marteney, CRPC®

Posted December 12, 2024

One of the many things individuals learned from the pandemic is that the unexpected can happen, and the best way to be prepared is to have a plan in place that meets your evolving circumstances. It is wise to proactively take stock of your physical and financial health throughout various stages of life and consider […]

Families Have More Options for Using 529 College Savings Plans by Sean Deviney, CFP

Posted August 27, 2020

529 plans provide families at all income levels with a tax-advantaged method for funding their children’s future education. Generally, contributions are invested and allowed to grow free of federal income tax when withdrawals are used to pay qualifying higher-education expenses, including tuition and fees for an undergrad or graduate school student; room and board, subject […]

Wealth Planning Opportunities that Leverage Today’s Low-Interest Rates by Eric P. Zeitlin

Posted May 28, 2020

Significant declines in key economic indicators during the COVID-19 pandemic have encouraged the Federal Reserve to maintain its aggressive monetary policy, keeping benchmark interest rates near zero. Despite the financial fallout and future uncertainty created by the coronavirus, high-net-worth individuals should consider these periods of low-interest rates to be prime time for implementing certain estate-planning […]

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