Financial Planning

Tim Hayes is an independent financial advisor that knows how to adjust your financial strategy to adapt to the changes life throws at you. Whether you’re an individual, couple, or family trust, he’ll put you on a financial path that is right for you.

Retirement Planning in Boston, MA: Consult with Tim Hayes, a Trusted Consultant!

Summary: Learn about retirement planning and financial advice in this overview of three big financial conditions and the importance of choosing the right advisor.
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Retirement Income Advisor Tim Hayes

Summary: Learn about Stanford University's Center on Longevity comprehensive study on optimal retirement strategies for Social Security. Find out their two-prong strategy for maximizing benefits.
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Difference Between Registered Representatives and Investment Advisor Representatives

Summary: Looking for a financial advisor? Understand the difference between fee-only advisors and financial professionals. Learn more about their services and costs.
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401k Rollover Advice | Financial Advisor Tim Hayes

Summary: Discover the rules and regulations governing the rollover process of your 401k to an IRA. Make an informed decision based on your needs and associated fees.
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Tim Hayes Financial Advisor for Teachers and 403b Plan Advisor In Boston

Summary: Are you a teacher looking for the best 403b plans? Learn about the advantages of signing up for a tax-sheltered annuity and maximizing your savings. With the right plan, you can secure a strong financial future. #403bPlans #RetirementSavings
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Maximizing Social Security and Medicare Benefits: A Comprehensive Guide for Retirement Planning

Summary: Discover the key components of retirement planning - Social Security and Medicare. Social Security provides a lifelong income stream, while Medicare ensures you have health insurance. Maximize your benefits and make informed decisions about your retirement by understanding these essential programs.
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Understanding Retirement Account Beneficiaries and the SECURE Act: What You Need to Know

Summary: Learn how the SECURE Act impacts naming a Trust as the primary or contingent beneficiary of a retirement plan. Contact Tim for an overview of retirement accounts.
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Tim has offices in Boston and South Dartmouth, Massachusetts. He’s licensed to handle securities in 8 states: Massachusetts, Rhode Island, New Hampshire, New York, New Jersey, Connecticut, Maine, and Florida.

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