RMDs—What You Need To Know

Christine, a summer resident, recently e-mailed me. She wrote, “Dear Jeff, I am a summer resident and your column is the first one I read when I receive my Friday Enterprise. I have learned so much from your articles. You may have covered RMDs in the months I am not here so I wondered if […]

Common Portfolio Misconceptions

Lately, I have met a slew of folks all wanting to have the same old discussions about allocation strategies, historical performance, top mutual fund managers, price to earnings (PE) ratios, or whatever else their brokers deem to be the hot topic of the day in the shark-infested shallows of the stock market noise. And although […]

Trusts As Beneficiaries: Why?

Often when I am performing a financial review for folks, I am asked whether they should name a trust as the beneficiary of an IRA. The first question I ask anyone who is thinking of naming a trust as an IRA beneficiary is . . . Why?   Naming a trust as an IRA beneficiary […]

They Should Have Learned

I believe that education helps people take control of their financial lives. However, I have learned through the years that you can’t force an education on anyone. A person must want to learn.   I don’t understand those folks who come to see me, and for whatever reason, do not want to learn anything about […]

The Fed, What Is It Up To?

How will the Fed’s decision to taper its bond-buying program again affect your financial future? Who knows.   What I do know is this. In December 2013, the Federal Reserve Open Market Committee (“FROMC”) made two very important decisions, to trim the monthly bond-buying program from $85 billion to $75 billion for January 2014, and […]

Rocking Roller Coaster – Way Cool!

Recently, my family and I went on vacation to Disney World. My girls talked me into riding the Rock ‘n’ Roller Coaster. This ride is a roller coaster that plays unbelievably loud music and is completely dark. You are effectively blind, never being able to anticipate when you will lose your stomach next. Of course […]

Five Tips To Avoid Vacation Debt

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/

Five Financial Lessons To My Kids . . . From Dad

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/

Jeff Cutter Financial Question of the Week: Can I avoid Uncle Sam?!

Jeff Cutter answers the Financial Question of the Week from A.J. in Taunton who wants to know if he can avoid Uncle Sam? To submit your question head on over to www.www.cutter-copy.dev/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 […]