The Taxation of Investment Returns

By Susan Daley · December 6, 2017 - 2 comments

When investing your money for the long-term, it is important to focus on things you can control. One of the items you can control is the amount of tax you pay on your investments. In today’s video I outline how investments are taxed personally once you’ve maxed out your tax sheltered 

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End of Year Tax Planning

By Peter Guay · December 5, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. In my last housekeeping video I spoke about keeping your financial house in order including going over the documents you need to review and update every year to stay on top of things. 

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Breaking Up With Your Advisor

By Nancy Graham · November 30, 2017 - 0 comments

In my past few “No Dumb Questions,” I’ve been covering a series of “those questions,” or the kind that can be awkward to ask your current financial advisor. So far, I’ve covered what to look for and how to interview a new prospective advisor, how to  conduct due diligence on your current one, and how to ensure your money is being safely held. 

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