News/Blog

In many cases, what you might think about the world of financial planning, or about the role of financial advisors, does not necessarily match the reality. Read More →

Exchange-traded funds (ETFs) have grown in popularity, drawing investors’ interest with low expenses, diversification, trading flexibility and tax efficiency. Read More →

Peter Manning, President of Summit Financial Strategies, spoke to Financial Advisor Magazine about retirement planning for self-employed and small business owners. Read More →

Senior Financial Planner Trish Gildea spoke to U.S. News and World Report about home loans as a method to pay for college. Read More →

Carol Higgins weighed in on avoiding tax audits and the importance of including all reported information on your returns for U.S. News & World Report article Read More →

Trish Gildea, Senior Financial Planner was recently quoted in a US News and World Report article, “6 Tax Tips Investors Need To Know” Read More →

In today’s economy, technology is the catalyst for driving change and disruption in the customer journey; and the financial planning industry is no different. New technology, in the form of “robo advisors,” has emerged with the promise of providing inexpensive financial advice to the average consumer. Read More →

Over the past few days, the market has taken investors on a roller-coaster ride, and I suspect many of us are feeling a bit queasy. No one likes to be jerked down and up and back down again. What’s going on? Read More →

Starting in 2013 high income taxpayers [whose income is at or above $200,000] may be subject to two new Medicare taxes which consist of a 0.9% tax on earned income and self-employment income, and a 3.8% tax on net investment income. Read More →