Shaun Feldeisen, CFP®, CLU

World Investment Advisors (formerly Pensionmark) announced its acquisition of Nashua, New Hampshire-based TCG Wealth Management, with $140 million in assets. TCG is joining World branch Boston Harbor Wealth Advisors and will continue to use its brand. TCG’s Mike Cerato and World’s Edward Walters commented. https://lnkd.in/emcsMeGf #WealthSolutionsReport #FinancialAdvisors #WealthManagement

9

Not sure how to calculate your Required Minimum Distribution (RMD)? Rita Assaf, VP of Retirement Savings is answering that and other RMD questions with Suzie Allen: https://lnkd.in/eecjvvvh

17

Connecticut Retirement Funds allocate to emerging PE managers via GCM: "CRPTF-GCM Emerging Manager Partnership L.P. 2026 –1 PE Series (“GCM II” or the “2026 Series”) GCM II will be structured as the second series of an existing customized fund of one to provide Connecticut with exposure to emerging private equity managers, including those with diverse teams as well as diverse and emerging private equity managers 2026 Series will have a three-year investment period with capital commitments allocated across Entry Stage (“Tier I”) and Transition Stage (“TierII”)private equity managers GCM II will focus on primary fund investments and co-investments in North America Investments will be made across strategies, primarily buyouts, growth equity, and co-investments" Source: Board materials from Nov 2025

5

Sica | Fletcher is pleased to announce its role as exclusive financial and strategic advisor to Cross Coastal Advisors in its sale to Highstreet Insurance Partners. Cross Coastal Advisors, a premier wealth management and insurance firm based in Boston, has joined forces with Highstreet Insurance Partners to expand wealth management services and strengthen their Northeast presence. Learn more: https://bit.ly/4mvKFEy #SicaFletcher #InsuranceMA #BrokerageLeadership #MergersAndAcquisitions #WealthManagement #InsuranceIndustry #HighstreetInsurancePartners #CrossCoastalAdvisors

31

Not all CFP®s are tax professionals. And not all financial planning firms handle your taxes. That’s where a CPA or Enrolled Agent comes in. These are the people who actually file your taxes, manage the forms, and ensure everything is accurate. Tax rules change constantly, and accuracy depends on staying current. This is why having the right tax professional matters. And this is just one piece of the professional support most people overlook. In this episode, we break down who you actually need on your team and why it matters. Episode 175 of Childfree Life by Design is out now! Watch the full episode: https://lnkd.in/gfaE2i9G #ChildfreeLifeByDesign #TaxPlanning #CPA #FinancialPlanning #HireProfessionals #TaxAdvice

1