Colin Gerrety, CFP®, CIMA®
Imagine a family with a sizable net worth. They’ve worked hard for their money and want to make sure that every cent possible is passed to their children without being…
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Many of our clients are passionate about charitable causes while also maximizing the tax benefits of their giving. If this matches your philosophy, then a Donor-Advised Fund (DAF) is a…
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As retirement approaches, it’s essential to know the rules governing your retirement accounts. One major concern for retirees is understanding Required Minimum Distributions (RMDs) and how they can impact your…
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In late December 2022, Congress passed a massive omnibus spending bill, dubbed “SECURE Act 2.0,” that included several big changes to retirement plans. This legislation comes in the wake of…
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I have a confession to make. Every time I look at my bank statement, I feel cheated. Remember being taught about compound interest and savings as a child? Put some…
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The past year has been a rough time for the American consumer. The specter of inflation, which had not reared its ugly head in the official numbers since the early…
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There are few things more nerve-racking than receiving a letter from the IRS about a prior tax filing. You know the letter, stating you owe more in tax than you…
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It’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side…
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This article was originally published on Forbes on June 11th, 2018. Investors often get hung up on the wrong questions. Should I buy more Apple stock? Should I sell this…
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The calm markets of 2017 may have lulled investors into thinking that stock returns are a smooth ride, but make no mistake, portfolio growth doesn’t occur in a straight line.…
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