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6 min read

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

Picture of Michael Callahan Michael Callahan: Jan 31, 2024

Are you headed to a bar mitzvah or bat mitzvah and wondering about the appropriate bar mitzvah gift amount? For adult guests, figuring out an appropriate bar mitzvah gift amount is a reasonably low-stakes money question. By the time you’ve paid...

Financial Planning
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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

Picture of Matt Stead Matt Stead: Dec 11, 2023

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

Financial Planning Credit Score
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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

Picture of Stephen Ahern Stephen Ahern: Dec 08, 2023

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

Financial Planning Divorce
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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

Picture of Eric Sachetta Eric Sachetta: Nov 13, 2023

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

Investing
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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?

Picture of Jeffrey Aron Jeffrey Aron: Nov 13, 2023

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

Estate Planning
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Chef Preparing to Cook in Restaurant Business

4 min read

Key Components of a Financial Business Plan for Restaurants

Picture of George Liakakis George Liakakis: Oct 18, 2023

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

Business Consulting
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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

Picture of Janice McGarry Janice McGarry: Oct 18, 2023

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

Estate Planning
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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

Picture of Michael Callahan Michael Callahan: Oct 12, 2023

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

Accounting and Tax
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A restaurant owner and chef greets diners in his restaurant. Working with an accountant on restaurant industry best practices helps chefs like this run their business better.

3 min read

Essential Restaurant Accounting Practices for Thriving Restaurants

Picture of Stephen Sachetta Stephen Sachetta: Sep 27, 2023

Given the thin profit margins and high failure rate of the restaurant industry, an owner needs to...

Business Consulting
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A wedding party toasts a bride and groom at an outdoor reception. Newlywed couples should learn about the marriage tax penalty and how to plan for it.

3 min read

Marriage Tax Penalty: What High-Income Couples Need to Know

Picture of Nick Forgione Nick Forgione: Sep 27, 2023

While every new marriage looks different, many newly-married couples have one thing in common:...

Accounting and Tax
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