Sustainable Investing – What is It?

Sustainable Investing

By Nick Ziarek CFP®, CFA Sustainable Investing Today More and more, returns are no longer the only driver that investors look for when making their investment decisions.  Among the hottest trends in the markets today is sustainable investing. This is driven by investors following a values-based philosophy of wanting to do better by being better.…

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Andrea’s Tip of the Month | November 2021

AB Tip November 2021

New 401k Contribution and Gifting Limits for 2022… and don’t forget your favorite charities this season! Increased 401k Contribution Limits On November 4th, the IRS announced that the 401k contribution limit will increase in 2022 by $1,000, up to $20,500. For those over 50, the catch-up contribution remains at $6500, making the maximum contribution $27,000.…

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Family Love Letters

Family Love Letters

By Kevin Reardon CFP® Family Love Letters What are family love letters? We have all heard stories of someone on their death bed who said, “there are some things that I have always wanted to tell you,” or the survivor who lamented “I wonder what Mom or Dad thought.”  Imagine if each of us, in the…

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Generational Wealth Planning

By Kevin Reardon CFP® Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation? Generational Wealth Planning (GWP) entails planning that goes beyond ourselves, with the intention of positively influencing our next generations. This influence involves more than just…

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