Recent Blogs

Reset Your Financial Game with a Budget Mulligan

August 2, 2019

I am really not a good golfer. I used to be, but then three kids came along, so my game had to take a back seat for years as I coached my kid’s sports. Now that the kids are older, I am starting to pick up the sticks again beginning my long road back. Golfing […]

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Don’t Count on Retiring When You Expect

July 26, 2019

You know the saying “If you love your job, you’ll never work a day in your life”? For many people, that’s such a true statement that they work almost up until the day they die. I have a friend like that, let’s call her Maggie. I have known Maggie for over 20 years. She is […]

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Adjusting Your Money Mentality To Fit Your Goals for Retirement

July 19, 2019

As we are thick in the middle of the warmer summer months, my French bulldog, Max, is getting lots more exercise – mostly because we can finally play (what seem like) endless games of fetch after work. And for the most part, I enjoy repeatedly tossing him the ball, over and over, especially after a […]

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Understanding IRA Withdrawal Rules

July 12, 2019

Sitting in the stands at Phoebe’s softball last weekend, I got to speak to the parents of one of her teammates- let’s call them June and David. June and David, Cutter Family Finance “faithfuls”, had a few questions about finance. Hmmm . . . right up my alley. Even Phoebe’s pitching takes a back seat […]

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Do You Understand Risk? You Should!

July 5, 2019

A really nice guy from Marston Mills came to see Jen and I a week or so ago, let’s call him Sam.  He is 60 years old and a retired school teacher from upstate New York.  He has been married to the same gal, Ellen, for 35 years, has three grown daughters, and has a couple of […]

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Don’t Run Out of Money in Retirement

June 28, 2019

Last week the Cutters spent the weekend in Dighton to watch Phoebe’s softball tournament. It was a beautiful weekend, and Phoebe brought her best “stuff.” She pitched one heck of a Game One with 11 strikeouts, 2 walks and one unearned run for a win 11-1 against Somerset’s travel team. Game two was a different […]

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The SECURE Act and the Future of Your Retirement

June 21, 2019

Folks, I find that many Americans are facing a serious financial crisis in retirement. Last week, I was reading a recent report issued from the Federal Reserve.  Did you know that only 36% of non-retired Americans think that they are on track with retirement savings, and 25% of Americans have nothing at all saved for retirement? No […]

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Retirement Planning for the Self-Employed

June 14, 2019

I had a recent visit from a new client of ours, let’s call them John and Sue.  They are both 46, married for 19 years, a couple of kids, who are seeking advice about some challenges they may face leaving corporate life to open their own business in Mashpee.  I explained to them that I find […]

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Financial Factors to Guide Your Retirement Plans

June 7, 2019

It’s been a rainy spring this year, but we’ve still had a few good days here and there, like this past weekend when our neighbors had a big picnic potluck. A lot of my good friends were there, including the son of one of my friends, I’ll call him Graham. Graham’s an all-around great kid, […]

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A Look Under the Hood of a Roth IRA

May 31, 2019

These days, I find there’s no shortage of opinions and advice about the best way to save for retirement. The use of social media and other online platforms give anyone and everyone the ability to weigh in with their 2 cents. But who can you believe, especially when it comes to something as crucial as […]

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