17.11.2025
Author: Kirsten Roeber, CFP
21.07.2025
Together with Our Community
We believe that meaningful engagement with our community is both a privilege and a responsibility. In 2025, we were fortunate to be able to sponsor three local events that furthered that mission. This spring, we again sponsored Able to Sail, a nationally award-winning US sailing camp...
Read More 17.07.2025
Market Update: New Tax Provisions of H.R.1
Market Update: New Tax Provisions of H.R.1 On July 4, President Trump signed into law a new tax and spending package. At nearly 900 pages, the bill contains… well, a lot. In this article, I focus solely on the tax provisions and how they might affect...
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30.04.2025
Hope Springs Eternal
Last week, on Earth Day, I was 10 stories tall! Let me explain. I was invited to attend the closing bell ceremony at NASDAQ in New York City on April 22. A small group of us attended educational sessions then we proceeded to view the...
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22.01.2025
Enjoy the Journey
This fall, I was fortunate to walk the Portuguese Coastal Route of the Camino de Santiago. It is one of a network of medieval paths, that date from the 9th century, that pilgrims walked to Santiago, Spain where the apostle James is reputedly buried. Along the...
Read More 01.11.2024
16.11.2023
09.11.2022
2022 Tax Planning
2022 Considerations SECURE Act: You may know that, as part of a larger government package signed into law in December 2019, Congress included provisions that could make saving for retirement more accessible. Key takeaways include: Required minimum distributions (RMD) now begin at age 72. If you...
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18.11.2021
15.04.2020
DON’T CLICK – IT’S A TRICK!
As the public’s demand for information about the pandemic remains high, cyber criminals are seeking to take advantage. We are captive audiences at home and emotions, such as fear, make us more vulnerable. More and more scams are being run through texts and calls. Stay...
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