Cutter Family Finance

The Cutter Family Finance articles are published in The Falmouth Enterprise and The Mashpee Enterprise every Friday.

Jeff Cutter Financial Question of the Week: Estate as Beneficiary

Jeff Cutter answers the financial question of the week from Bill in Easton; My 83 year old dad passed away and he had a SEP IRA the beneficiary is listed as his estate and the sole beneficiary of the estate is me; who wants to do a stretch IRA.  Can i do this? To submit […]







Jeff Cutter: Now Taking Financial Questions

Jeff Cutter, Financial Wealth Manager and President of Cutter Financial Group, will now be accepting your weekly financial questions.  The topics he will be covering can include, tax free retirement, wealth management, estate planning, financial planning, risk management, educational planning, insurance planning, social security planning and medical professionals.  Check out the video below! Got a […]







Checkout Fees on Credit Cards may Greet Consumers in the New Year

Starting January 27th, 2013, savvy shoppers will have one more variable to consider when deciding where to buy their goods.  This marks the first day that retailers have the right to pass the cost of using credit cards on to their customers directly, using what is called a checkout or swipe fee. The fee, which […]







Understanding The Taxpayer Relief Act of 2012

Jeff Cutter explains the intricacies of the 2012 Taxpayer Relief Act, which could affect you this tax season!







The Truth Behind Bypass Trusts

While something of a ‘wait and see’ game, the portability rules governing a spouse’s unused estate tax exemption signed into (temporary) law in 2010 were all but guaranteed to become permanent in the new year. They provided an easier alternative to Bypass Trusts, which essentially became an extra step in securing estate funds that could […]







Keeping Your Budgeting and Exercise Goals Going Throughout the Year

Merely weeks into 2013, many New Year’s resolutions are at risk of becoming little more than faint memories.  As with sticking to any kind of goal, you’ll find yourself running into all kinds of roadblocks in the first month of your effort to change old habits. What we don’t often think about when we’re first […]







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/







New Year Means New Rules for IRAs

The dropping of the big ball on New Years Eve usually means resolutions, bowl games, and eating black-eyes-peas for good luck. This year, it also means some new rules taking effect to govern IRAs. According to a study funded by Green IRA, 41%, or 64.8 million households in the United States own an IRA, making […]







Shattering the “Glass Ceiling” of Retirement

We have all heard of the “glass ceiling,” and in recent decades, society as a whole has worked toward shattering it. Though many will argue that the ceiling is still intact, there is no question that women continue to approach it, and many have been able to break through. Despite the focus on that effort, […]







Tackling the American Taxpayer Relief Act of 2012 In 5 Easy Steps

What is the American Taxpayer Relief Act of 2012? This act is a partial resolution to the United States fiscal cliff by addressing the expiration of certain tax provisions centered around what are called the Bush-era tax cuts. This act tackles the tax revenue side of a Congressional deficit reduction plan, was passed by the […]