Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Read MoreCongress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess.
Read MoreJuly is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.
Read MoreLast month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.
Resolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.
While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.
Read MoreA year-end strategy to consider for turning lemons into lemonade is Roth Conversion.
Read MoreOver past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.
Take control, don’t be another victim to make your teen happy… spending won’t make them happy.
Read MoreOr Not!
MA House Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.
Read MoreThis month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Read MoreIf your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.
Read MoreMy PSA for those adhering to a financial plan: Book your travel now.
Read MoreHow to make financial resolutions that lead to successful planning outcomes.
Read MoreAction items based upon the old adage “Inflation rewards debtors and hurts creditors”.
Read MoreLosing investments can offset realized profits as well as up to $3,000 in non-investment income each year.
Read MoreReconcile tax planning strategies for the current year while positioning for the year ahead.
Read MoreRoth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.
Read MoreMay be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
Read MoreA family with childcare in 24% tax bracket may save an extra $1,980 in taxes due to new legislation, but must act now.
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