Foley/Connelly Financial Partners offers a mix of professionalism and outstanding service to high net worth individuals and small- to medium-size corporations. Trust, integrity, and a long-term commitment to the client are what make our firm special.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This article explains the basics of capital gains taxes when selling a home.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
How much do you need to save each year to meet your long-term financial goals?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much can you afford to pay for a car?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
