June 2024 ~ Portsmouth City Lifestyle magazine did a fun Q&A with Monica describing her as a "passionate business leader, traveler, bike rider and community supporter". Click to read!
May 2024 ~ Seascape Capital was a proud sponsor again this year for the Cross Roads House 22nd Annual Benefit by the Sea. This event brought together 200 members of the Seacoast community to learn more about the current state of homelessness on the Seacoast and how CRH supports unhoused individuals and families. This marquee fundraiser solicits a significant portion of the annual funding for the shelter, and this year it garnered more than $615,000!
March 2024 ~ The problem of sophisticated "spoofed" websites that are designed to convince users that they are visiting sites owned by legitimate businesses, like Schwab, are a growing threat. Not to worry! We're here to arm you with knowledge so you can recognize spoofed websites and steer clear of them. Please read on to learn more.
January 2024 ~ The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year. Please read on to learn more.
December 2023 ~ Keep this reference card handy! Clicking the link will automatically download a .pdf card of 2024 Key Financial Data, updated by any current legislation as changes occur.
December 2023 ~ The holidays provide a great opportunity for fraudsters to unleash their schemes, knowing that we are busy traveling, shopping, and spending time with friends and families, all the while using technology that gives them an opportunity to attack. The latest threat that's come to the attention of the Schwab fraud prevention team are reports of imposters posing as Schwab employees, contacting advisors and their clients via phone and other channels, including email and text messages. Please read on for tips to prevent fraud.
November 2023 ~ In the ever-evolving landscape of financial planning, securing a prosperous future for your loved ones is a top priority. One key component that holds immense potential for shaping the educational journey of your children or grandchildren is the 529 savings plan. Please read on to learn more and call us if you need help.
November 2023 ~ Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here's a look at some of the costs that will apply in 2024.
August 2023 ~ To further our commitment to assisting our business owner clients navigate complex transitions, we are thrilled to announce that Monica and Chrissy have earned the Certified Exit Planning Advisor (CEPA®) designation. With the CEPA® designation, financial professionals help business owners: understand the value of their business; determine how ready and attractive their company is; quantify business and personal wealth metrics that could be improved; and collaborate with other professionals to develop a strategy to help them realize those goals. Building on our role as wealth managers, we help make sure business owners know what they’ll need as well as what they’ll realize from a liquidity transaction. If you or someone you know is considering the ultimate realization of their years of work in and dedication to their business, please have them contact us. We are excited to leverage our CEPA® expertise to make a positive impact in the realm of business transitions.
August 2023 ~ The IRS has announced certain relief for required minimum distributions (RMDs) for 2023 with respect to the recent change in the RMD age to 73 and provided guidance with respect to certain specified RMDs for inherited accounts. Please read on to learn more and call us with questions!
