Posts by Rob Cordeau, CFP®

Frequently Asked Medicare Questions

We get a lot of questions from clients and non-clients about what Medicare is and what it covers. Here are our answers to the Medicare questions we get the most. What is the difference between Medicaid and Medicare? Medicare is a federally funded health insurance program. The program primarily covers people who are either age…

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Harvesting Gains and Losses (No Prior Farming Experience Needed)

You may have zero interest in agriculture, but trust me when I say that anyone with a taxable investment account should be thinking about harvesting – gain/loss harvesting, that is. You can safely ignore gains/losses in tax-qualified retirement accounts – like your IRA and 401k. Those accounts are only taxed based on withdrawals, not on…

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Charitable Planning – Leveraging Those Gains

There are few things more rewarding than giving of your resources in a way that has a positive and profound impact on the lives of others. Fortunately, the IRS encourages this type of generosity by classifying donations to qualified charities as tax-deductible. As a result, it’s possible to “do good, while doing well.” But what…

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Financial Deadlines You Don’t Want to Miss in 2016

[vc_row type=”in_container” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ width=”1/1″][image_with_animation image_url=”8155″ alignment=”” animation=”Fade In”][/vc_column][/vc_row][vc_row type=”in_container” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ width=”1/4″][vc_column_text] Jump to a date: January 15 January 31 April 1 April 18 April 30 June 15 June 30 September 15 September 30 October 15 October 17 November 1 December 7…

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