Blog
One of my primary goals as a financial advisor is to provide you with the education and resources you need to take charge of your financial life. These blog topics should help you to clarify questions you may have.
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What Do You Need Right Now?
James Clear writes a great weekly newsletter, and in a recent version he shared the following thought about happiness:…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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You Have Some Savings, Now What?
I talk to a lot of people who have done a good job saving, but know…
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