Posts by Catherine Buck

  Written by: Harmony Wagner, CFP®, CPWA®  In the depths of Northeast midwinter, many of us dream of sunnier climates. For retirees no longer tied to the daily grind of work, the temptation to fly south for the winter can become irresistible. The benefits of warmer weather are clear, but there are also costs and…

  Written by: John Millet, CPA The U.S. national debt has been an important topic in economic and financial discussions. As of early 2025, the national debt now exceeds $36 trillion. As individual investors, we are advised to effectively manage our debt levels.  Should we be concerned about the level of the US National debt…

  Written by: Samantha Masey, CFP®    With the new year in full swing, now is the perfect time to make sure you are maximizing your retirement savings and tracking your progress towards your financial goals. When it comes to planning, employer retirement plans remain one of the best ways to save for the long…

Written by: Vincenzo Testa, CPA, CFP®, ECA    As we roll into January 2025, it’s time to focus on more than just resolutions. It is time to take charge of your taxes. By acting early in the new year, you can help yourself minimize your tax liabilities.     Max Out Retirement Contributions Early  One of the…

    Written by: Ryan Bouchey, CFP®, CPA    “Health…Wealth…For Life”   It’s our tagline, we do a fantastic job focusing on wealth but to be honest, we sometimes don’t focus as much on the health side of life as we should.     With the Holidays here and a New Year fast approaching, it got me…

    Written by: Catherine Buck, CFP®   Introduction: We are all familiar with exchanging money using mobile payment services like PayPal, Zelle or Venmo. These money transferring services are managed by third parties that control every aspect of the transaction with the power to decline a transfer through transaction limits, charge a fee on…