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The Importance of a Trusted Contact

When opening a new account or updating your account information, you may be asked to provide a Trusted Contact. Although not required, it may be a wise decision to name someone you trust as a contact on your investment account. Who is a Trusted Contact? A Trusted Contact is someone you authorize your financial firm…

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Planning for the Unexpected – 4 Questions to Ask about Emergency Savings

Life can be unpredictable with unplanned events arising when we least expect it. Whether it’s a layoff, vehicle or house repair or medical emergency, being prepared for the unexpected helps alleviate stress and unwanted debt. Building up an emergency fund over time provides that extra layer of comfort and protection. Here are 4 common questions…

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529 Plans – A Potential New Wealth-Building Tool

The Securing a Strong Retirement Act (SECURE 2.0) that passed on December 29, 2022, brings major changes to retirement savings accounts. One important provision, effective in 2024, is the ability for a beneficiary of a 529 plan to transfer the plan’s funds into their own Roth Individual Retirement Account (IRA) without paying taxes or penalties….

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An Optimistic Start to the 2023 Market

Listen to a quick, 3-minute summary featuring the market and economic news for the first quarter of 2023. Katharine E.W. Dudley, AIF®

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