Are you withholding enough? If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways....

Rolling over a retirement plan can be a difficult process...working with a professional is sometimes easier When leaving your job or...

Reward is only half the equation; to optimize your investments, you have to understand Risk Few terms in personal finance are as...

Learn why Wills are the most important part of a comprehensive estate plan

List of things to do when considering the purchase of an insurance policy

The end of the year is approaching quickly; now is the time to plan your year end gifts in support of special needs family members.

Want to roll your 401(k) into an IRA? Make sure you avoid unintended consequences by considering these six issues.

The Johnson Cotroneo Group is excited to share that co-founder Matthew Johnson was recently awarded the Chartered Life Underwriter (CLU)...

We have previously written about the pros and cons of ABLE (Achieving a Better Life Experience Act of 2014) accounts. Now let's...

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and...

Recent market news — around social-media driven stock trading that created extreme price swings for shares of certain companies — may...

One way to provide funds for lifetime special needs care is fund a trust using a life insurance policy.

Are you protected against losing your best employees?

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan.

Three things to do after selling your business: invest proceeds quickly, consider income replacement strategy, and update your estate plan.

Conventional wisdom says that what goes up, must come down.

The Johnson Cotroneo Group (JCG) celebrated its one year anniversary at Moors & Cabot on July 1st, 2024

If you are the parent, grandparent, or caregiver of an individual with special needs, you have probably asked yourself how to prepare for...

Remember how satisfying it was setting up a trust for your child with special needs? You named a trustee and a successor trustee, signed...

The financial planning steps a family takes when their child turns 18 establish the foundation for the child's support and well-being for...