Insights

 

4 min read

Navigating Complex Estate Planning Questions and Choices

You’re making decisions about family, money and your own unpredictable future—so it’s hardly surprising that a lot of complicated and touchy subjects come up during estate planning. There’s no one rule-of-thumb solution for navigating complex estate...

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A server delivering a meal to happy restaurant customers on Massachusetts Sales Tax Holiday.

3 min read

How Restaurant Owners Can Maximize the Upcoming Tax Holiday

Massachusetts consumers are already making plans to maximize the upcoming sales tax holiday....

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More people are choosing to work past 65 like this woman drinking coffee at a work function. Medicare penalty.

5 min read

Working Past 65? Plan Ahead To Avoid a Medicare Penalty

If you’re nearing 65 and not ready to retire, you’re in good company. Currently, more than 10...

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A family laughing and playing soccer in their yard getting sprayed with a hose. Gifting stocks

4 min read

What Gifting Stocks Can Mean for Your Tax & Estate Plans

There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual...

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A retired couple cooking healthy food and talking about a bottle of red wine. Tax-efficient retirement.

3 min read

Tax Planning Strategies for a Tax-Efficient Retirement

Retirement should be one of the least stressful periods of your life. You deserve to enjoy those...

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Happy couple walking down a country road with their bulldog. Crypto Crash

3 min read

Crypto Crash Lessons: Don’t Invest What You Can’t Afford to Lose

2022 was a year of hard lessons for a lot of investors. If you started the year feeling optimistic...

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A teenager smiling from the driver’s seat window in a blue car. New driver car insurance.

4 min read

5 Things to Know When It’s Time for New Driver Car Insurance

For the new driver in your family, getting their driver’s license is probably a thrilling rite of...

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Guests throw confetti over the bride and groom as they walk past after their wedding ceremony. Joyful young couple celebrating their wedding day and embarking on their estate planning and marriage journey.

3 min read

Estate Planning and Marriage: Considerations for Couples

People often wonder how they should approach estate planning when they’re married. Should both...

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A father helps his son tie his shoe and considers estate planning and children.

3 min read

Estate Planning and Children: What Parents/Guardians Can Do

Estate planning and children go hand-in-hand. The birth of their first child is often the event...

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Four smiling friends at an outdoor restaurant clinking pints of beer. Restaurant cybersecurity.

3 min read

Restaurant Cybersecurity: Costly Risks for Restaurant Owners

A lot of things need to go right in order for your restaurant to succeed. You need asolid business...

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