financial planner plymouth ma

Some of the ‘Big, Beautiful’ Tax Breaks Are Smaller Than You Think

Congress giveth and Congress taketh away - sometimes in one law. The "big beautiful Bill" signed by President Trump this month is a good example. Click here to learn more.

By |2025-11-11T13:45:35-05:00July 22nd, 2025|Savings and Investing|Comments Off on Some of the ‘Big, Beautiful’ Tax Breaks Are Smaller Than You Think

Five Common Financial Mistakes People Make When Getting Divorced

They spend too much money right away. The underestimate their expenses. They act from their heart and not their head.  Click here to read more.

By |2025-11-11T13:46:32-05:00June 26th, 2025|Divorce|Comments Off on Five Common Financial Mistakes People Make When Getting Divorced

The Pros and Cons of Four Alternatives to ‘529’Plans for College

Some parents want more flexibility for college savings, but they need to be aware of the impact on financial aid. Click here to learn more.

By |2025-11-11T13:46:58-05:00June 5th, 2025|College Savings|Comments Off on The Pros and Cons of Four Alternatives to ‘529’Plans for College

Retirees Who Move to Lower-Tax States May Not Save as Much as They Think

Retirees move to new states for all sorts of reasons. For some it's the weather, or to be near family, or to be closer to medical care. But for those moving in search of lower income taxes, it might pay to get out a calculator.  Click here to learn more.

By |2025-11-17T15:57:20-05:00April 25th, 2025|Retirement|Comments Off on Retirees Who Move to Lower-Tax States May Not Save as Much as They Think
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