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Financial Planning

Financial Planning Process

Financial Planning Process

Your Financial Planning   Starts with gathering your financial information into one place, to generate thoughts, questions, and opinions about your personal financial goals and situation. 1. You gather your data: financial questionnaire, tax forms, brokerage...

Social Security When Should You Start Taking It?

Social Security When Should You Start Taking It?

To try to develop the most effective retirement income strategy for the middle class, Stanford University’s Center on Longevity analyzed and compared 292 scenarios.[i] Its conclusion is a two-prong strategy. First, delay taking social security until age 70 by working...

Estate Planning Case Study

Estate Planning Case Study

This is a hypothetical example and not actual clients and their outcomes. Congratulations, Fran and Ami Adams, for your marriage of over 40 years; two great kids; and two grandchildren, ages 3 and 11. You have built a substantial nest egg that you would like to [1]...

403b Plans for Massachusetts Teachers

403b Plans for Massachusetts Teachers

​Public school educators, including university professors and administrators, can save more pre-tax than any other public or private-sector employee. That’s because educators are eligible for two retirement plans, both with unique catch-up options. In 2020, educators...

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