Category: General Planning

The SECURE 2.0 Act – For Workers

SECURE 2.0 is primarily meant to strengthen Americans’ ability to retire by enhancing savings options. For workers, this means automatic enrollment in retirement plans, enhanced matching, and flexibility to use savings for emergencies.

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Is a Roth IRA Right for You?

Do Roth IRAs make sense from a tax perspective? The first question may not be whether it’s “right” for you, but whether you’re eligible to even open one at all. That’s where Roth Conversions come into play.

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New Year, New Me – Financial Resolutions

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.

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What’s In The $1.9 Trillion Stimulus Package?

President Biden’s $1.9 trillion stimulus package cleared its final hurdle in Congress on Wednesday despite no Republicans voting in favor of it. The plan contains a range of measures such as a further direct round of payments to most Americans, amounting to more than $400 billion.

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Think S.M.A.R.T

A fellow blogger liked my approach to personal finance by making S.M.A.R.T goals. Read how she implemented this into her life and own blog! https://doingthingsdifferent.net/saving-money-think-s-m-a-r-t/ 

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hindsight in North Andover Real Estate

Hindsight on Real Estate

My husband and I have had the fortune (or maybe misfortune?) of being involved in a number of personal real estate transactions. From inherited, residential,

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negotiating skills

Becoming a Better Negotiator

Negotiating is a critical life skill to master, but yet it’s largely untaught in a traditional school setting. We encounter negotiating everyday. Whether closing a

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Words related to Long Term Care

Long Term Care Insurance

Is it worth considering? Age 50-60 has traditionally been the sweet spot for reviewing long-term care insurance options. New research is even indicating that the

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conference-room

Adding a fiduciary to your benefits roster

“Growing businesses are highly motivated to attract and retain newer team members who are driving the day-to-day business. While these employees may not have accumulated significant wealth, they still

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Big Purchases.

Big Purchase

Ahhh, the end of summer. So many clients with stories about their fabulous vacation, and they’re having a hard time accepting it’s over.  They come

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Newborn Considerations

Congratulations!! Now let’s get down to business. There is often so much excitement, joy, and preparation for the baby’s first week home that we can

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Young girl crossing eyes

What’s a…fi-doo-shee-er-ee??

A fi-doo-shee-er-ee, or fiduciary in common English, is one of the most important considerations in choosing a financial planner. Don’t believe me? You should, because even entertainment media is

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