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Stephen Ahern: Dec 08, 2023
For better or worse, divorce forces you to make a fresh start. Getting divorced requires you to revisit plans that you might have thought were set for life. Sometimes divorce requires you to make relatively minor adjustments to your budget, estate...
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Eric Sachetta: Nov 13, 2023
Considering the projected costs of a college education over the next few decades, it could cost more than a million dollars for your kids or...
4 min read
Jeffrey Aron: Nov 13, 2023
Gifting stocks can be a tax-advantaged strategy for offloading appreciated stocks, as well as a generous way to share your wealth with people and/or...
4 min read
George Liakakis: Oct 18, 2023
A business that has a solid financial plan in place isn’t guaranteed to succeed, but a business with no financial plan is practically doomed....
4 min read
Janice McGarry: Oct 18, 2023
Of all the decisions you make during theestate planning process, legal guardianship decisions are probably the ones with the highest stakes. Naming...
1 min read
Michael Callahan: Oct 12, 2023
The recently passed tax relief and reform package in Massachusetts is worth $1 billion and is designed to provide tax relief to a wide range of...
3 min read
Stephen Sachetta: Sep 27, 2023
Given the thin profit margins and high failure rate of the restaurant industry, an owner needs to harness every available resource to build and...
3 min read
Nick Forgione: Sep 27, 2023
While every new marriage looks different, many newly-married couples have one thing in common: their tax planning needs change. High-income couples...
4 min read
Michael Callahan: Aug 17, 2023
Health savings accounts are prized by many for their short-term benefits. HSA contributions are tax-deductible, lowering your tax bill every year...
3 min read
Stephen Ahern: Aug 04, 2023
Learning to invest is much like learning a new language. A lot of people understand enough about how investing works to get by, but don’t have a deep...