“Complex” and “Complicated” are Different—and Financial Planning is Both

January 25, 2022

We often use the terms “complex” and “complicated” interchangeably, but there are some important nuances separating the two. Think about wiring a..

Webinar | Avelo & The Future of the Airline Industry

January 24, 2022

Few industries were hit harder by COVID-19 than the airline industry. In 2020, airline pre-tax profit margins were down nearly 60% from the..

Foiling Fraudsters - January

January 19, 2022

  WHAT DO WE DO? We are not trying to be difficult when we use passcodes, encrypted links, verbal verifications, and identity screening questions...

Webinar | 2022 Markets Outlook

January 12, 2022

On January 12, we hosted a must-see webinar featuring insight and perspective from two veterans of the capital markets: Bradford Pineault, VP and..

What You Need to Know About RMDs

January 11, 2022

Required Minimum Distributions (RMDs) are an important part of retirement—not just from an income standpoint, but from a tax planning perspective..

XML Wealth Insights: 5 Lessons from 2021

January 7, 2022

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "5 Lessons from 2021".

49% of Women Have Less Than $25,000 Saved for Retirement

January 4, 2022

One of the cornerstones of most long-term financial plans is the ability to live comfortably in retirement. Reaching your financial goals takes..

Things to Consider Before Joining the Great Resignation

December 28, 2021

In the last year, millions of Americans have quit their jobs—and many of those who have quit have no plans to return to the workplace. “The Great..

The Roth IRA Landscape is Changing. Here’s What You Should Know

December 21, 2021

Roth IRAs are a great way to set aside funds that can be used tax-free once you reach retirement. However, there are some key changes being made..

5 Year-End Financial Moves to Trim Your Tax Bill

December 14, 2021

The end of the year is an ideal time to make money moves that can help reduce your tax liability when tax season rolls around. There are a number..

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