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Blog

Elderly person holding a stress ball
Greg Gagne | Nov 23, 2020

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Three women laughing in a park
Greg Gagne | Oct 26, 2020

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Greg Gagne | Sep 16, 2020

Charitable Giving: How Your Gift Gives Back in Tax Deductions

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Greg Gagne | May 29, 2020

Investing in the Wake of COVID-19

Investments
By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy.
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Greg Gagne | May 29, 2020

What are the benefits of Diversifying my Investments?

Investments
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the
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Greg Gagne | Feb 26, 2020

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

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Greg Gagne | Jan 23, 2020

Do Your Donor Due Diligence

Finance
Savings

If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out

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Greg Gagne | Dec 18, 2019

Social Security Facts for 2019-2020

Finance

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well

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Greg Gagne | Nov 21, 2019

Top 5 Financial Terms You Should Understand

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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Greg Gagne | Oct 21, 2019

What Are Your Planned Giving Options?

Education

Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an

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Greg Gagne | Sep 16, 2019

How to Protect Your Identity

Privacy

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With

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Finance
Greg Gagne | Aug 8, 2019

Avoiding Bad Financial Decisions

Finance

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when

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