Financial Planning, Tax, and Wealth Insights

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Our blog delivers practical advice on retirement planning, investing, taxes, estate and legacy planning and more so that your plan, portfolio, and tax strategy all work together.

Every article is written by our advisors to help you make confident decisions for your life's road ahead.

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4 min read

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

Nick Forgione: Sep 27, 2023

Accounting and Tax

An HSA, or healthcare savings account, can be a valuable tool to grow wealth and afford medical care in retirement.

4 min read

Are You Taking Full Advantage of an HSA as a Retirement Saving Tool?

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...

A dad teaches his young child to ride a bike. She is smiling! Investment vs. speculation

3 min read

Investment vs. Speculation: Understanding Key Differences and Strategies

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...

A woman sits at her computer and considers navigating complex estate planning.

4 min read

Navigating Complex Estate Planning Questions and Choices

Stephen Ahern: Jul 11, 2023

This article outlines common complex estate-planning decisions, including how to transfer real estate to heirs, plan for long-term care (with...

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

George Liakakis: Jul 11, 2023

Massachusetts consumers are already making plans to maximize the upcoming sales tax holiday. Massachusetts business owners should be doing the...

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

Joseph Sachetta: Jul 11, 2023

If you’re nearing 65 and not ready to retire, you’re in good company. Currently, more than 10 million American workers are 65 or older. For...

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

Jeffrey Aron: Jun 05, 2023

Gifting stocks can reduce your taxable estate and shift future appreciation to someone else, but your cost basis carries over and gift tax rules...

Estate Planning & Inheritance

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

Stephen Ahern: May 30, 2023

Retirement should be one of the least stressful periods of your life. You deserve to enjoy those years, not spend them pinching pennies and worrying...