If you haven’t had the pleasure of meeting her yet, please welcome our newest Burlington associate, Cassandra Gendron CFP®! Cassie joins us from UBS where she spent three years as a Wealth Planning Associate providing financial planning services to clients throughout Vermont and New Hampshire.
On May, 23, 2019 the House approved the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act), and the Senate is expected to also approve the bill this summer. If passed, this bill will put in place some of the biggest changes to retirement plans in America in over a decade.
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.
But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.
Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job. A bad credit score can negatively impact just about every area of your life. Sometimes, a bad credit score can result from events entirely out of your control such as illness, disability, or from the loss of a job.
Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.
On October 3rd, Westview CEO Ben Nostrand, and Associate Nick Foss attended Champlain College’s Single Parents Program Scholars fundraiser to show support for the Single Parents Program at Champlain College.
We can expect tuition rates to steadily increase for the foreseeable future.
The market for floating rate loans, also referred to as bank loans, senior secured loans or leveraged loans, just recently surpassed $1 trillion in size. The bank loan market began back in the 1970’s primarily as a credit source to government borrowers of emerging economies.