Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA® Congress recently passed, and President Trump signed, the SECURE Act. Among other things, it pushes back from age 70 1/2 to age 72 the age when someone is required to start taking their minimum distribution...

My financial planning for retirees is ongoing as we continue meeting and adjusting your accounts, getting you the income and security.

Retirement Advisor is putting you on the right path, whether you are already retired, transitioning towards retirement, or saving for retirement.

Financial planning starts with gathering your financial information into one place to generate thoughts, questions, and opinions.

Public employees in Massachusetts do not contribute to Social Security; however, many do contribute through other jobs.

I would like to give some love to two under-appreciated retirement plans: (1) the Simplified Employee Pension (SEP), and (2) the Solo 401(k). Both are available to any person who generates income from self-employment.