Heidi Clute

Tax Benefits of Going Green with Your Business & Home

Going green is a smart choice both for the planet, and more than ever in these days of federal and state tax incentives, for your wallet. Here are a few of the many opportunities available. (As always, consult a qualified financial advisor and tax professional before making a major financial decision.) Read More

Changing Jobs? Protect your Assets.

Whether you are embarking on a new career or relocating due to shifts in the job market, keeping on top of your options regarding your existing insurance policies and pension or retirement plan is critical. You don’t want to leave assets behind unintentionally. There are often time-limited opportunities, strict guidelines and tax penalties to watch for so... Read More

What to Do When Your Paychecks Stop: Attend to your head and your heart before you deal with your wallet

Whether you are expecting it or not, and whatever its cause, job loss can be devastating. You may think you have prepared yourself as best you can, but job loss can hit like a death in the family. It represents more than a loss of a paycheck. It's a loss of a way of life as well. The first step in getting back on track is to recognize the emotional blow... Read More

Seven Pitfalls On Your Way To Retirement

Is it time to check up on your retirement plan? The biggest fear among investors is that they will not have enough money for retirement. You can make sure your own plan does not fall short by steering clear of the following pitfalls. These are the most common comments I hear in my professional practice: Read More