Resource HubDelivering Insights & Expertise

Lessons Learned: Losing a Loved One

11/21/2022 - By Chris Stennett, CFP®

This might sound dark, but there is no greater certainty in life than death. As financial advisors, part of our jobs is to help families create a plan for the future. This role often means having difficult conversations about a topic most of us would prefer not to discuss: death. 

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A Primer on Medicare

11/14/2022 - By Mark Hemby, CFA

Healthcare is one of the most important expenses to consider as individuals approach retirement. In the U.S., any citizen over the age of 65 is eligible to receive Medicare benefits. Just like Social Security, Medicare funding happens directly through your paycheck. Though most of us have been contributing to Medicare since our first job, it’s not a program we think much about until we approach retirement.

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Saltmarsh Ranked #4 in Nation for Best Firms for Young Accountants by Accounting Today

11/10/2022 - By Nancy Patton

We are thrilled to share that we've ranked #4 in Accounting Today’s 2022 list of Best Firms for Young Accountants!

“Saltmarsh is a great place to work and a positive environment that helps you grow. There is always a new challenge to tackle, and always a supportive team to help you do it." - Jess Schultz, Staff Auditor

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Digital Assets and 21st Century Estate Planning

11/7/2022 - By Chris Stennett, CFP

Today, more than ever, our daily routines are intertwined with a digital world that didn’t exist that long ago. Collectively, we wake up and check our phones. “For missed calls”, you ask? No, for every reason except actual phone calls. Maybe you want to look at last night’s photos, or check your emails, or check out your crypto wallet or just check in on social media. Whatever the reason, your phone has become the gateway to your life. Welcome to the 21st century! But what happens to your digital life when you’re no longer physically alive? The answer has a lot to do with the preparations you’ve made before you pass. 

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Saltmarsh in the City

11/3/2022 - By Allie Munoz

We believe in making connections – not only with our current and future clients but also with movers and shakers in our communities and surrounding areas. That’s why we encourage our Saltmarsh family members to network, get involved in organizations and invest in relationships! It is Fundamental #29 from our 33 Fundamentals, after all. 

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