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Taxes How Does Tax Withholding Work? (or why don’t I get a refund like I used to?)
July 22, 2021in Taxes 0 Comments 0 Likes

How Does Tax Withholding Work? (or why don’t I get a refund like I used to?)

It’s summertime, and like me, I’m sure you know this is the perfect time of year to be thinking about your taxes. (Ok, seriously), I know you’re NOT thinking that,

by Nannette Kamien
Education Nannette Kamien Discusses College Planning
July 21, 2021in Education 0 Comments 0 Likes

Nannette Kamien Discusses College Planning

Cultivating Wealth’s Nannette Kamien, MBA, CFP, CDFA, was featured on this weeks episode of Worth Winning‘s podcast Worth Listening. They discuss what parents and students need to know about planning for college

by Caroline Gaddi
Economy Quarterly Market Update Webinar
July 20, 2021in Economy 0 Comments 0 Likes

Quarterly Market Update Webinar

Enjoy our Quarterly Market Update webinar, where we discussed what has been happening for the past quarter and what we think it means for individual investors. Suzanne and Sara led

by Caroline Gaddi
Cash Flow Child Tax Credit: What You Need to Know
July 16, 2021in Cash Flow 0 Comments 3 Likes

Child Tax Credit: What You Need to Know

If you are a parent of a child under the age of 17, you may have heard about recent changes to the child tax credit or even received a letter

by Sara Stanich
Divorce Untangled: Separating Finances During Divorce
July 8, 2021in Divorce 0 Comments 1 Likes

Untangled: Separating Finances During Divorce

Talking about money and separating your finances doesn’t get any easier because you’ve decided your relationship is over. Arguments over money are one of the top reasons couples get a

by Nannette Kamien
Divorce Brady Bunch Finances – Merging Financial Households
June 30, 2021in Divorce 0 Comments 0 Likes

Brady Bunch Finances – Merging Financial Households

When merging households, it’s worth thinking about how you and your new sweetie can minimize finances and the stressors it can bring. Divorce happens for a lot of different reasons,

by Suzanne Highet
Education The Real Costs of Graduation
June 25, 2021in Education 0 Comments 2 Likes

The Real Costs of Graduation

“You said how much for those flowers?” After four (maybe even five) years of college costs, the last thing you want to think about is the cost of graduation. But

by Audrey Emerson
Kids Paying an Allowance in Today’s World
June 18, 2021in Kids 0 Comments 1 Likes

Paying an Allowance in Today’s World

“Do you pay your kids an allowance? How much? When did you start?” It’s one of those topics that comes up every once in while with our clients, as well

by Sara Stanich
Economy Monthly Economic Update
June 17, 2021in Economy 0 Comments 0 Likes

Monthly Economic Update

It’s too sunny out to think of a clever introduction to this month’s newsletter. Hopefully many of the rest of you are enjoying similar challenges. May brought continued improvement in

by Suzanne Highet
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