Your Financial Plan-It

While preparing for retirement, it’s important to involve your heirs in the financial planning process. In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They … Continue reading Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla →

With a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward? In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity markets and fixed income assets, and provide an economic outlook for the later half of 2021 … Continue reading Economic Trends, Market Updates, and Future Outlook With Eric Nahat →

A lot of women often rely heavily on their spouse to take care of the finances. Remember, doing so can significantly affect you at a later stage in your life. In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak are joined by Margie, Pat, and Marla, all of whom are … Continue reading Women and Wealth: Planning for Retirement With Margie, Pat, and Marla →

Welcome to part 2 of our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women. In part two of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of … Continue reading Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah →

Welcome to our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women. In part one of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share … Continue reading Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah →

Although the proposed tax legislation is subject to changes, you can still take some measures now to be better prepared for when changes are actually happening. In part two of this series about expected tax changes, join David Vallieres, Jordann Andrusiak, and returning guest Richard Schloss, as they dive deeper into how the new tax … Continue reading How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss →

According to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward. But you can take advantage of them while they last. In this episode, David Vallieres and Jordann Andrusiak talk to Richard Schloss, member at Dawda, Mann, Mulcahy & Sadler, PLC. Join them as they explore the … Continue reading Expected Changes in Estate Planning & Income Taxes – With Richard Schloss →

An unprecedented fiscal stimulus and the rollout of vaccinations has led to the resurgence of economic activity through COVID-19. In this episode, David Vallieres and Eric Nahat discuss the anticipated trends in consumer spending, equity markets and fixed income assets. They also explore strategies to reduce your exposure to short-term market changes and help you … Continue reading Economic Trends, Equity Market Updates and Interest Rate Changes – With Eric Nahat →

While one of the advantages of living in Florida is the lack of an individual state income tax, that’s not the only benefit it provides to its residents! In the second part of the Florida Domicile series, David Vallieres is joined by Michael Witzke, chair of McDonald Hopkins Estate Planning and Probate Group, and Amanda … Continue reading Florida Domicile From a Financial Planning Standpoint – Part 2 →

People often consider moving to a different state, whether it’s for a job change, for better weather or simply to live a comfortable life after retirement. And one of the states in hot demand right now is – Florida! In this episode, David Vallieres is joined by Mark Burns, CEO at Synergy Capital Solutions. They … Continue reading Florida Domicile From a Financial Planning Standpoint →