Lauren N. Desforge, CFP®, CPA/PFS, CDFA®, AEP®

Like many people, you’ve probably heard of the term “Roth,” but may not be sure what it is and whether you should have a Roth as part of your retirement savings strategy. In this article, we’ll highlight some reasons you may want to directly invest in a Roth or convert to a Roth.
Read More..

Posted: December 12, 2019 | In: Articles

Evan P. Kaplan, CFP®

Kids dream of finding a map to long-lost treasure. As adults, the closest we may come is to our own long-lost assets. According to the National Association of Unclaimed Property Administrators, one in ten Americans have unclaimed property, and each year, states return over $3 billion in assets to their rightful owners!  With the end of the year approaching, now is a great time to search the database to see if you have any money to claim—and it only takes a few minutes to look.
Read More..

Posted: December 11, 2019 | In: Articles

Evan P. Kaplan, CFP®

Where will your income come from in retirement? For many, individual retirement account (IRA) distributions comprise an important part of their retirement income and are often the result of decades of hard-earned savings. Understanding the ins and outs of IRA distributions will enable you to make the best decisions when it comes time for you to kick back and relax. So follow these five steps and remember to consult a financial professional if you need more guidance.
Read More..

Posted: October 17, 2019 | In: Articles

Darlene R. DahlCPA/PFS, CDFA®, AEP®

Referred to as the “great wealth transfer,” baby boomers will be transferring over $68 trillion in assets to Generation X (born 1965-1980) and Millennial (born 1981-1997) children and grandchildren over the next quarter-decade. Planning for the transfer of wealth to younger generations includes addressing key questions, such as:

Read More..

Posted: July 10, 2019 | In: Articles

In June Daintree employees participated in the J.P. Morgan Corporate Challenge in Boston’s Back Bay. 365 companies were represented in the local race benefiting The Every Child Fund at Boston Children’s Hospital, which supports research and provides care to families visiting the Boston Children’s Hospital, helping them through difficult times and covering services insurance won’t pay for. Our runners were proud to represent Daintree in this great community event.

Posted: July 8, 2019 | In: Community

The Institutional Investor RIA Institute recently selected Daintree’s President and COO, Eric Godes to serve as their 9th Annual RIA East conference Chairperson. In addition to delivering the opening remarks, Eric moderated the two day conference attended by many leading Registered Investment Advisory and asset management firms. The Institute’s goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients. Topics included: “When Is The Next Recession,” “Setting Expectations For Your Equity Managers,” “Is Now The Time To Hire a COO?,” “Active And Passive Investing,” “Creating Client Loyalty,” and many more. Bestselling author, Beverly Flaxington, closed the conference with an inspiring presentation to help advisors incorporate what they heard and make their goals happen. Advisors in attendance are looking forward to the 10th annual conference next year.

Posted: June 20, 2019 | In: In the News

Janie MonroeCFP®

As the school year wraps up for students across the country, for many families, college is right around the corner. The cost of college is now one of the largest expenses many Americans incur. While the costs of higher education can vary depending on the type of school, location, and financial assistance, early preparation is always a good idea. One of the best ways to start saving is in a 529 plan, a tax-advantaged educational savings account.

Read More..

Posted: May 21, 2019 | In: Articles