6 min read
Michael Callahan: Jan 31, 2024
A bar mitzvah gift doesn't need to be extravagant—thoughtfulness, not dollar amount, matters most. It's a Jewish tradition for cash gifts to be in multiples of $18. Gifts typically range from $36 to $180+, but giving what feels right for your...
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4 min read
Matt Stead: Dec 11, 2023
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. Too often,...
4 min read
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...
4 min read
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...
