Retirement Fund Options for Freelancers and Others

Freelancing is the new norm for many of us, which means taking our retirement plans into our own hands. Find out the best ways for freelancers to prepare for retirement.

Retirement Savings Advice for Millennials

Milllennials – people in their 20s and 30s – have many challenges unique to their generation when it comes to saving for retirement.

Roth Conversions in 2018: Benefits and Challenges

Converting some of your tax-deferred investments to Roth IRAs can be a smart way to save in retirement. The new tax law makes changes that you must know before you do, so read carefully before making that move!

Preparing for Retirement

The new year brings some changes to how much you can set aside for retirement. Make sure you’re taking advantage of every break you can to make your golden years easier.

Investment Advice for Different Generations

Your investment strategy will change throughout your life. Learn how your strategy should change based on what generation you belong to.

Don’t Forget Your RMD Before The End Of The Year

Required Minimum Distributions (RMDs) affect holders of tax-deferred retirement accounts starting at age 70 1/2. Understand what RMDs are and how they can work to your tax advantage.

Measure Twice, Cut Once

There’s an old adage in the construction world: measure twice, cut once. Otherwise, pipe connections leak, electrical connections fail and houses fall. Now, I don’t consider myself a handy man by any stretch of the imagination but I do know my way around some common power tools. And although Jill would rather have me “outsource” […]

Teaching Our Youth The Value Of Saving

Over the years, Jeff Cutter and I have covered many topics in this column that we feel are important to our youth, including the benefit of saving money, the value of creating a budget, managing risk, and the importance of creating a financial system. But last summer, we had to encourage our own children to […]

Roth IRAs—Is Your Income Really Too High?

I had a nice couple—let’s call them John and Sarah, both in their early 40s—come in to my office to discuss how to develop a sound retirement system. Sarah is self-employed and owns a small business here in town, while John is employed by a mortgage company in Taunton. They have two kids: Tommy who […]

Required Minimum Distributions, Do I Need To Worry?

Last week was a long week. In Jeff’s endless pursuit of physical fitness (not really), he hurt himself. All of us in the office tell him he will be fine, but the poor guy had to take it easy for quite a few days. Both of our schedules were a bit thrown off as a […]