About Marie Villard

As Director of Operations, Marie enjoys working with clients to help them simplify their financial lives and achieve their goals. She handles a wide array of items, from complex estate transactions to compliance to firm communications. Read Marie's Profile HereRead More Articles by Marie

The Two-Minute Tour

Curious about where we work and who we are? Watch this video to take a brief two-minute tour of our office! Continue reading

Changes to Schwab Monthly Statements

If you received your Schwab monthly statement in the past week, you may have seen an insert in the mailing talking about some upcoming changes to the way Schwab will be reporting your account activity going forward. Continue reading

Update on 2015 Tax Forms

Schwab has announced that the mailing dates for 2015 tax forms will be a little bit later than they have in previous years. Below is a modified schedule of when you should expect to see your forms, either via mail … Continue reading

Year-End Gifting | A Triumph of Kindness

Ben Franklin said “In this world nothing can be said to be certain, except death and taxes.” And, while that was some 250-ish years ago, nothing, still, is more certain. So, as year-end approaches, you may want to give some … Continue reading

There’s an App for That

A couple of years ago, I wrote a blog post about how to jumpstart your New Year’s resolutions where I discussed a few ways to keep track of and record the progress of your projects and resolutions. One of the ways … Continue reading

There’s Still Time to Make an IRA Contribution

Even though 2014 has come to an end, there is still time to save for retirement while possibly qualifying for a tax deduction. Both traditional IRA and Roth IRA contributions for tax year 2014 can be made up until the … Continue reading

eApprovals and eSignature

Last month, Schwab launched two new online request tools known as eApprovals and eSignature. These new services are open to all of our clients, require Schwab Alliance online setup, and is backed by DocuSign®, the leading provider of digital signature … Continue reading

Mobile Security

We’ve spent a lot of time discussing money safety and how to be better at securing your online identity, financials, and overall internet and device setup. With the launch of the new Android platform Blackphone, I thought it would be … Continue reading