Financial Planning Archives

Thank You for an Incredible 2025

Articles / Kevin / December 30, 2025 / cpa, Financial Advisor, Financial Planning, tax

As we wrap up 2025, we want to take a moment to pause, reflect, and most importantly—say thank you. To our clients, partners, colleagues, friends, and families: this year was meaningful because of you. Your trust, engagement, and commitment to thoughtful financial decision-making are what make our work as financial advisors and tax professionals both

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November ekes out a gain

Articles / Kevin / December 3, 2025 / Financial Planning, macro, macroeconomics, november update, Stocks

While the tech-heavy Nasdaq Composite slipped last month, both the Dow Jones Industrial Average and the S&P 500 shook off a modest mid-month decline to notch their seventh consecutive monthly advance, according to MarketWatch. Key Index Returns MTD % YTD % Dow Jones Industrial Average 0.3 12.2 Nasdaq Composite -1.5 21.0 S&P 500 Index

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Spotlight on Inflation

Articles / Kevin / November 19, 2025 / Financial Advisor, Financial Planning, Inflation

ChartTalk: Inflation is taking a bite out of people’s wallets. But some products are seeing greater price increases than others. The infographic breaks down inflation by a variety of products. Prices are going up, with some products seeing greater inflation than others. Food items like beef and essentials such as car maintenance are showing the

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Vermont Saves: A New Mandate for Vermont Employers

Articles / Zack Levine, CPA / September 17, 2025 / Financial Planning, IRA, retirment, roth ira, vermont saves

Did You Know? Vermont has introduced a new law requiring businesses with five or more employees to provide access to retirement savings—even if the employer doesn’t currently offer a plan. The initiative, called Vermont Saves, is designed to ensure workers have a retirement option, but it also comes with strict rules, limited flexibility, and state-mandated

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Trump Accounts vs. 529 Plans and Roth IRAs: What’s Best for Your Child?

Articles / Kevin / August 19, 2025 / Financial Planning, IRA, obbba, one big beautiful bill, One Big Beautiful Bill Act, Retirement, roth ira, tax, Taxes, trump account, trump accounts

The One Big Beautiful Bill Act introduced a new savings plan that can help build savings for children’s college and other expenses. But, how do the new Trump Accounts compare to existing 529 plans and Roth IRAs? Our expert outlines the details. President Donald Trump’s One Big Beautiful Bill Act (OBBBA) introduces a new savings vehicle for

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Vermont Saves; a New Small Business Retirement Plan Mandate

Articles / Kevin / July 29, 2025 / Financial Planning, IRA, retirment, roth ira, vermont saves

Did you know? Under Vermont’s new law, employers with five or more employees will soon be required by the state to facilitate retirement savings – even if they don’t offer a plan. It’s called Vermont Saves, and while it checks the compliance box, it comes with government-mandated limitations and zero flexibility. About the Rollout The Vermont

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Markets – August 2023

Markets / Kevin / August 29, 2023 / Financial Planning, investment, Market Commentary, Market Trends, Stock Markets

Is the stock market up 7% or 37% this year? Well, it depends. According to one major index, the market is up a respectable 7%. That’s not bad following last year’s dismal performance, but contrast that with another well-known index, and we might conclude that the stock market is up nearly 20%. Sounds great, right?

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