Welcome to The Ridgeline Review - a new blog we are rolling out to kick off 2019!
We hope you will follow along as we share ideas, industry trends, smart planning tips and more. We'd love your ideas on topics you would like to hear about. Thanks for reading!
Thursday, January 2, 2020
After considerable delay, the Senate finally passed, and the President subsequently signed one of the most ground-breaking pieces of legislation that will affect nearly every retirement saver. The SECURE ACT or the Setting Every...
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Friday, December 20, 2019
To close out 2019, Matt discusses some of the planning gaps we have observed from clients this year and ideas on how you can get out ahead of these potential issues. He also emphasizes the importance of maxing out your retirement and...
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Thursday, October 24, 2019
In this month's podcast, Matt discusses some of the challenges faced by small business as well as the unique opportunities afforded to this group. He also addresses exit planning considerations. If you are a small business or family...
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Thursday, October 3, 2019
This month's video blog features 3 timely topics submitted by our clients:- Do I need more than a basic will? - Should I consider long term care insurance? - Do you have any tax tips for small businesses? Tune in to learn more. And if...
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Wednesday, September 11, 2019
Raising your children to be helpful, kind, productive adults is no small feat. For those of us in the trenches of parenting, it can seem like a daunting task at times. However, it will likely be one of the most rewarding aspects of...
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Tuesday, August 20, 2019
We were recently invited to be guest speakers on the Farmington Valley Podcast Series about Back to School and Education. Our topic was on Educating Children at All Ages About Money and Finance. This is a great topic and Matt and...
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Thursday, August 1, 2019
Our video blog this month is all about planning for your child's education. Matt covers how much you need to save, when to start, the best savings vehicles and pointers for maximizing your college planning. Don't miss it! Video Link
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Wednesday, June 19, 2019
Coming at you with episode #2. https://youtu.be/MinZQeBhfGE Matt covers: All about 401(k) plans Reasons to utilize your employer plan How much you should contribute Where you should invest your funds We hope you enjoy this new format...
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Tuesday, June 18, 2019
Have you heard of the "sandwich generation"? If not, get familiar with the term because if you are not already a member, you may be soon. If you are between the ages of 45 and 70 and have aging parents as well as children who are...
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Thursday, May 16, 2019
It's here...introducing Matt on Money, our brand-new video blog. Check out our first episode on income tax planning. https://lnkd.in/eJzH26V Matt covers: Why now is a good time for income tax planning Strategies to implement to...
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Tuesday, May 14, 2019
According to the Fidelity Retiree Health Care Cost Estimate1, the average couple retiring today needs $285,000 to cover the cost of health care in retirement. It is so important that you plan for this expense now and not wait until it...
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Friday, April 5, 2019
Employer-sponsored retirement accounts are a great way to save for retirement. A 401(k) offers tax benefits such as pre-tax contributions and tax-deferred growth. You don’t get taxed on your contributions or earnings until you...
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Thursday, March 7, 2019
A ROTH IRA is a retirement savings account that allows you to put money aside for retirement and any growth in the account is tax-free. Unlike a traditional IRA, in a ROTH IRA, you pay taxes on the front end and therefore won’t...
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Wednesday, February 13, 2019
As we approach tax season, clients frequently ask us for guidance on how to minimize their tax impact. Although you are limited in what you can do for the prior year’s return, there are some smart moves you can make now for the...
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Friday, January 18, 2019
There is something about a New Year that gets everyone thinking about improving areas of their lives. Maybe it’s a weight loss or health goal, maybe it’s a work/life balance goal, or maybe for you it’s more of a to-do...
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