Joe Calvetti, Author at Still River Financial Planning

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

You Have Some Savings, Now What?

I talk to a lot of people who have done a good job saving, but know that their money can be doing more for them. So if you have some

Diversifying Your Human and Financial Capital

When we think about personal finance, we tend to focus on our financial capital – assets we own like a house, savings accounts, or retirement plans. And we focus less

Transfers to a Roth IRA: A New Feature for 529 Plans

The ability to roll funds penalty-free from a 529 plan into a Roth IRA was one of the most headline-grabbing aspects of the SECURE Act 2.0, which passed at the

What To Do With Your Tax Refund

There is no shortage of articles suggesting what you should do with your tax refund. This is a reminder to proceed with caution when anyone gives you advice about what

How to Save on Taxes Even After the New Year

Tax planning is a process we go through with clients to minimize taxes over the course of your lifetime. We usually look for ways to reduce taxable income in any given

How to Choose a 529 Plan

Saving for college can be a complicated endeavor. If you’re trying to decide where you should be saving for your kids’ future education, take a look at this article. And

SECURE Act 2.0

Congress passed a new spending bill just before the end of the year which included a number of changes that impact retirement savings. This has been dubbed the “SECURE Act 2.0”

The Mouse Moral – Why Comprehensive Planning is Important

I was recently reading this book with my son. It’s a story about seven blind mice who go off one at a time to investigate a strange new object near

How to Know if You’re Having the Right Amount of Tax Withheld

Have you ever received a big refund or had a big amount due when it came time to file your taxes? Chances are, you could have changed your withholdings during

Author: Joe Calvetti

The New Roth Employer Match

You Have Some Savings, Now What?

Diversifying Your Human and Financial Capital

Transfers to a Roth IRA: A New Feature for 529 Plans

What To Do With Your Tax Refund

How to Save on Taxes Even After the New Year

How to Choose a 529 Plan

SECURE Act 2.0

The Mouse Moral – Why Comprehensive Planning is Important

How to Know if You’re Having the Right Amount of Tax Withheld

Joe Calvetti, CPA, CFP®

[email protected]
Ayer, MA 01432

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Joe Calvetti, CPA, CFP®

[email protected] Ayer, MA 01432

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[email protected]
Ayer, MA 01432