Cutter Family Finance

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

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 […]

Jeff Cutter, CPA, PFS – Question of the Week- Disclaiming an IRA

Jeff Cutter of Cutter Financial Group answers this week Financial Question of the Week from Deb in Mattapoisett.  Deb wants to know about Disclaiming an IRA. To submit your question head on over to www.cutterfinancialgroup.com/contact and register to follow my blog!

Fixed Rate vs. Adjustable Rate Mortgages: Which one is right for you?

With the American economy making a slow but steady recovery, it may be a good time to look at getting back into the housing market, be it finding a new home for your family or solid ground to retire on. For many, whether it be a first home or a new home, the decision between […]

A Retirement Crisis

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/

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 […]

Jeff Cutter Financial Question of the Week: Roth Conversion- What do I owe Uncle Sam?

Jeff Cutter of Cutter Financial Group answers this week Financial Question of the Week from Gail in Mashby.  Gail wants to know about moving her IRA funds to a Roth IRA. To submit your question head on over to www.cutterfinancialgroup.com/contact and register to follow my blog!

“Rejuvenate Your Retirement®” – New!

This unique and comprehensive course focuses on the issues and financial concepts that are important to retirees. In straightforward language, this course explains financial strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. However, money is only one aspect of post-retirement planning. We introduce fun and […]

Investment Behaviors Smart Investors Avoid

If you have an eye toward increasing your net worth, you’re most likely an investor. Sure, you may not be the next Warren Buffet, but you understand that putting at least some money into the stock market — coupled, of course, with the purchase of a less risky retirement income product — just makes good […]

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/