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How Often Should You Check Your Credit Score?
A good credit score is important when it comes to buying a car, a house, and even when applying for a new job or insurance policy. However, more important than
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3 Steps to Get Your Financial Life in Order
I work with a lot of people who are doing some of the right things when it comes to saving and managing their finances, but they have a lot going
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How to Make College More Affordable
As the cost of higher education continues to rise, more families are becoming concerned about how to afford a college education for their children. In this blog post, we will
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Changes to Massachusetts Tax Laws
The Massachusetts state legislature recently passed a significant tax reform bill that will impact a large number of people who pay taxes in Massachusetts. Here are some of the highlights that may have an impact
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Equity Compensation 101 (Part 2) – ISOs and ESPPs
In part 1 of this series, we discussed RSUs and non-qualified stock options. In this article, we’ll look at incentive stock options and employee stock purchase plans, both of which
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Equity Compensation 101 (Part 1) – RSUs and NQSOs
Equity compensation is a common way for companies to award and retain employees, and it can be a great benefit if you know how to take advantage of it. But
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5 Ways to Take Advantage of a Low Income Year
Most of the tax planning we do with clients revolves around trying to reduce taxable income and minimize the taxes being paid in a given year. However, there are some
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The Electric Vehicles Tax Credit
The Inflation Reduction Act brought with it several changes to the tax code that promote clean energy. One of these is a new clean vehicle tax credit which is available
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Tax FAQ’s
These are some of the most common questions (and the answers!) that we received this past tax season. How do I pay taxes if I’m self-employed? If you aren’t having
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The New Roth Employer Match
The recently passed SECURE Act 2.0 has opened up a new opportunity for saving money to Roth retirement accounts. The new provision allows you to elect to have employer matching
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