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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.

Looking for information on a specific topic? Search here.

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Building An Emergency Fund

Building An Emergency Fund

Building an emergency fund is not always the most exciting way to put your money to…

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What Should I Do With My Old 401(k)?

What Should I Do With My Old 401(k)?

If you’ve recently switched jobs, you may be left wondering what to do with that 401(k)…

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Thoughts on the Housing Market

Thoughts on the Housing Market

There is no question that the housing market has been crazy lately. Prices increasing on what…

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How to Pick A College Savings Account

How to Pick A College Savings Account

Saving for college is an intimidating task. On top of the constantly rising costs, choosing the…

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3 Reasons You Shouldn’t Be Afraid Of Inflation

3 Reasons You Shouldn’t Be Afraid Of Inflation

Inflation tends to dominate the financial news at times. It’s an easy talking point that people…

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How to Minimize Your Tax Bill with an HSA

How to Minimize Your Tax Bill with an HSA

Health savings accounts are an incredibly tax efficient way to fund medical expenses, and there are…

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7 Financial Priorities for New Parents

7 Financial Priorities for New Parents

Having a baby comes with significant changes. And as with most major life events, there is…

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Joe Calvetti, CPA, CFP®

[email protected] 
Ayer, MA 01432

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