menu

Blogs

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 

Read complete post

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. 

Read complete post

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. 

Read complete post