When Will The Music Stop?

I have received many emails from our readers asking me to comment on the Dow hitting 15,000 last week after writing my April 14th Column, “You’ve Been Warned.” So here I go.   Most of my readers know me as a pretty much of a straight shooter. Love me because I will tell you the […]

Optimizing Social Security: A College Education

Two to three times a year I teach a course titled “Rejuvenate Your Retirement” at some local colleges. This course is extremely popular amongst the pre-retired and retired communities. I put this course together from real my life private practice experiences to help educate people in such areas as retirement income, health care and estate […]

You Have Been Warned

As the S&P 500 and the Dow Jones Industrial enter record territory; it comes with predictable certainty. If you are a student of market history like I am, you see that about every 5-6 years our economy enters a recessionary period* and we have a market correction. While I cannot predict the future of the […]

Considerations When Creating A Legacy

Recently, a couple from Sandwich was referred into me, as an Ed Slott Elite IRA expert and conservative wealth and financial manager. Let’s call them Jim and Anne. Jim and Anne are 73 and 74, respectively, and have one daughter, Jen who is 45. Jim and Anne were great savers through life. Jim owned his […]

Haven’t Filed Taxes Yet? What To Do Now!

This content has been removed because of it’s time sensitive relevance and the advice contained. Check out our more recent blogs for more up to date financial planning content! http://cutterfinancialgroup.com/cutter-family-finance/

Road to Retirement; To Work On The Golf Course or Be on the Golf Course.

Recently, Jill and I took our three girls to a water park out in Western Massachusetts. The anticipation was killing them. All we kept hearing was, “Are we there yet?” Doesn’t it always seem kids focus more on the destination and miss the journey. I started thinking, I am 45, and it seems like just […]

Moving Inherited IRA Money; Watch Out!

A client of ours, Molly* sadly just had her Great Uncle Colin* pass away. Uncle Colin left Molly his IRA which was worth about $500,000. Don’t we all wish we had an Uncle Colin? When Molly came in for her quarterly consultation with me, we discussed what she should do. I want to share with […]

Your Tax Refund: Don’t Blow It!

This content has been removed because of it’s time sensitive relevance and the advice contained. Check out our more recent blogs for more up to date financial planning content! http://cutterfinancialgroup.com/cutter-family-finance/

A Financial House Divided Cannot Stand

This content has been removed because of it’s time sensitive relevance and the advice contained. Check out our more recent blogs for more up to date financial planning content! http://cutterfinancialgroup.com/cutter-family-finance/