Insights

 

4 min read

Financing Higher Education: College Tuition Planning and Beyond

College tuition planning is important for many families. Knowing that you will be able to provide options for your child down the road means that in many cases, parents begin planning for college when children are quite young. The good news is,...

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4 min read

How Behavioral Finance Informs Investment Decisions

Some people have a misconception that successful investors must be highly rational and logical....

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6 min read

Choosing a Bar Mitzvah Gift Amount and Other Money Questions from Young People

Are you headed to a bar mitzvah or bat mitzvah and wondering about the appropriate bar mitzvah gift...

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A mother holds hands with her daughter and son as they stroll through a park. Learning how to protect and raise your credit score is one of those important life lessons that a lot of us were never actually taught.

4 min read

Life Events That Impact Your Credit Score

Learning how to protect and raise your credit score is one of those important life lessons that a...

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A woman in profile looks out at the ocean during sunset. Getting divorced requires you to revisit financial and insurance plans

4 min read

How Divorce Changes Your Financial Plans

For better or worse, divorce forces you to make a fresh start. Getting divorced requires you to...

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A mother and a young child embrace. Parents of young children should learn about 529 College savings plans as part of their college saving planning.

4 min read

529 College Savings Plan: Pros, Cons and Alternatives

Considering the projected costs of a college education over the next few decades, it could cost...

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A grandmother, young grandaughter and mother bake together at a large butcher block table. Gifting stocks can benefit both the giver and the recipient.

4 min read

Gifting Stocks: A Tax-Advantaged Way to Spread the Wealth?

Gifting stocks can be a tax-advantaged strategy for offloading appreciated stocks, as well as a...

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Chef Preparing to Cook in Restaurant Business

4 min read

Key Components of a Financial Business Plan for Restaurants

A business that has a solid financial plan in place isn’t guaranteed to succeed, but a business...

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Parents in blue look at their baby and discuss legal guardianship.

4 min read

Legal Guardianship Decisions for Kids: What You Must Consider

Of all the decisions you make during theestate planning process, legal guardianship decisions are...

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A mother and father smile and walk behind a young child learning to ride a bicycle. Families, business and individuals may benefit from the 2024 Massachusetts tax relief law.

1 min read

Meaningful Massachusetts Tax Relief in 2024

The recently passed tax relief and reform package in Massachusetts is worth $1 billion and is...

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