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Beth Lynch

Articles 1 - 2 of 2

Tax, Wealth Management
Beth Lynch | 11.16.2016

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive

Wealth Management
Beth Lynch | 7.7.2015

Retirement Planning for the Single Individual

Retirement planning is hard enough when you are married; imagine what it’s like for a single individual. The single individual could be widowed,

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