With the holiday season comes many gatherings around the table, time to unwind, and an opportunity to reflect. How did we spend our time and money this past year? Are we happy with it? What do we want to change moving forward? At the end of the day, the heart of financial planning is about […]
For so many parents, watching their children grow into blossoming young adults with new passions, goals, and a sense of independence is incredibly rewarding. At the same time, this may be uncharted territory for your family, a stage of life that hasn’t yet been traversed. Most young adults or teens aren’t quite ready to fly […]
A proper estate plan is one of the most important gifts you can give your family. Life is unpredictable, but an estate plan can provide you with some much-needed peace of mind that your loved ones will be cared for in the wake of an unexpected event. However, only 33% of adults have documented end-of-life […]
For the first time in more than two decades, Massachusetts residents and their families may be able to enjoy new tax-saving benefits. On October 4, 2023, Governor Maura Healy signed the $1 billion Massachusetts Tax Relief Plan, providing tax relief to residents and corporations doing business in the Commonwealth. One notable update included adjustments to […]
In retirement planning, one thing is clear – when preparing for the future, there’s no one-size-fits-all solution. This especially applies to high-income earners, who often have more complex financial portfolios and other unique considerations to weigh. For those fortunate enough to enjoy a high income, the stakes are higher, and the choices are more significant. At […]
Your home has captured precious memories—holidays huddled by the fire, Sundays gathered around the table, and so on. Whether it is a quaint mountain retreat or a sprawling estate, a clear estate plan will make the process of leaving property to heirs that much easier. Here are some ways to go about this type of […]
By now you’ve probably heard of the SECURE Act and its impact on retirement plans. The purpose of the SECURE Act, which became law in late 2019, was to increase Americans’ access to retirement savings plans, but you may be directly impacted in other ways. Here are the top four changes that will affect most […]
In the hustle and bustle of every day family life, it can be difficult to see beyond the present and prepare for the future. Often important actions that each family should take fall to the wayside as the days are crammed with work, school, sports, and household duties. In Five Things Every Young Family Should […]
When we think about sending children off to college, the first thing that comes to mind is “how much will it cost.” Unfortunately, the kids are thinking about roommates, friends, and parties! There are some key considerations it is important not to overlook during the first few weeks of college: Help your child start off […]
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