Reaching retirement can feel like crossing the finish line at the end of a 30-, 40- or even 50-year-long marathon. Therefore, many of us look forward to the endless vacation days and the rest and relaxation of retirement. Although a life with no alarm clock is something we dream about, the truth is that retirement…
(508) 791-6406
The 7 Best Books on the History of Money & Investing
There are so many great books about modern-day investing, but what about those on the history of the market? This article highlights seven books from which you can learn a lot about the history of money and investing to understand how far we’ve come. These seven books are dedicated to divulging information on our rich…
Understanding (and Avoiding) the “Money Illusion”
It’s no surprise that a dollar today isn’t worth the same as a dollar was 20 years ago. This is the result of inflation. Inflation plays a major role in financial planning whether you are conscious of it or not. The money illusion refers to a cognitive bias that fails to take inflation into account….
Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven’t already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out the tips below and prepare to tackle this…
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently. As we ring in 2022, let’s look at some of the most important estate planning documents you should have prepared. Wills…
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be better off. But there’s a common saying regarding generational wealth – “Shirtsleeves to shirtsleeves…
8 Legal Documents Parents and College Students Should Sign
Your child is getting ready to head to college. Between making sure they have their textbooks and everything needed to furnish their dorm, there are some legal documents that you should have in place. Many of these documents will be handy to have should a medical or other emergency occur and you need to make…
Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths
Did you know that October is National Estate Planning Awareness Month? The importance of proper estate planning shouldn’t be understated, as it can be a lasting gift for your loved ones after your passing. The discomfort in talking about plans after death or incapacitation may cause certain myths and misconceptions to circulate. Many people…
Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
If you know that you want to leave behind money for your family members, is it better to leave the money as a gift while you are still living or as an inheritance after death? Each of these options have different tax consequences to be aware of before pursuing. We’ve gathered what you need to…
Tax Strategies for High Earners
Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season. Build Your Team of Professionals You might build a team for any number of pursuits, from organizing a baseball team to putting together people to…