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Working Professionals

Team Member Spotlight Series – Jennifer L. Climo, CPA, CFP®, MSFP
Team Member Spotlight Series – Jennifer L. Climo, CPA, CFP®, MSFP
By Benjamin ZeppPublished On: August 7, 2025Categories: Working Professionals
Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP
Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP
By Kyle Labelle, CFP®Published On: June 19, 2025Categories: Investments, Taxes, Working Professionals
10 Tax Strategies for High-Income Earners to Reduce Taxable Income
10 Tax Strategies for High-Income Earners to Reduce Taxable Income
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 5, 2025Categories: Taxes, Working Professionals
Post-Tax Season Financial Planning: Key Considerations for High Earners Approaching Retirement 
Post-Tax Season Financial Planning: Key Considerations for High Earners Approaching Retirement 
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: May 9, 2025Categories: Taxes, Working Professionals
Should I Invest in Gold?
Should I Invest in Gold?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: April 25, 2025Categories: Families, Investments, Working Professionals
Team Member Spotlight Series – Kyle Labelle, CFP®
Team Member Spotlight Series – Kyle Labelle, CFP®
By Connor CossettePublished On: April 18, 2025Categories: Working Professionals