April 4, 2019
Traditional long-term care policies require you to pay monthly premiums that typically increase over time.
Designing and managing investment portfolios involves conducting research to select the best investments to meet each client’s needs. In this effort, it is natural to seek to maximize returns because this can improve the probability of meeting our clients investing goals. However, we all recognize that we cannot control the returns provided by the markets.
Jack Cintorino March 21, 2019
A Roth IRA is an individual retirement account that allows a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals after age 59 1/2 are tax free if it has been at least five years since you first opened and contributed to your Roth IRA, regardless of your age when you opened it.
March 1, 2019
During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts.
Ryan Shugrue February 20, 2019
At the core of every financial plan is the asset allocation, which, at the highest level, is the optimal mix of asset classes most likely to achieve your long-term investment goals.
Michael Repak February 19, 2019
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.
Michael Halloran January 2, 2019
Environmental, Social, and Governance (ESG) investing is a rapidly growing investment discipline that includes many factors that make up traditional corporate best practices. Consequently, many firms that score well on ESG metrics are also solid investment opportunities.
Timothy Herrera January 2, 2019
Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.
November 11, 2018
Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity. Even when an estate wouldn’t owe any federal estate taxes, life insurance can play a useful role in your overall financial-and-estate plan.
October 31, 2018
You spend your life working hard to build a nest egg, saving toward retirement in hopes of maintaining a comfortable lifestyle and enjoying the fruits of your labor.
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Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
Vice President & Senior Financial Planner
Vice President, Retirement Plan Services Director
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