Year-End Tax Planning Strategies

Year-End Tax Planning Strategies

The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2021 tax bill. No matter whether you live in Massachusetts, New Hampshire or any state that has some form of income tax. Read on for some strategies you can...
Show up like a student

Show up like a student

Chloé Valdary Diversity Training Simon Sinek interview I recently listened to Simon Sinek interview Chloé Valdary, an entrepreneur whose company, Theory of Enchantment, teaches diversity and inclusion.  Frankly, listening to this podcast felt like inhaling a deep...
SPRING 2022 MARKET VALUE UPDATE

SEPTEMBER 2021 MARKET VALUE UPDATE

Here’s our September Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick Note...
Planning for the Disposition of Employer Stock

Planning for the Disposition of Employer Stock

In this article we will be discussing employer stock that you own from the various employee stock ownership plans such as Non-Qualified Stock Options (NQSOs), the various types of Restricted Stock Units (RSUs) , Incentive Stock Options (ISOs), Restricted Stock Awards...
How Do Beneficiary IRAS Work?

How Do Beneficiary IRAS Work?

Building a nest egg for retirement is the main goal of most working Americans. No one wants to run out of money after they’ve stopped working and be forced to depend on others (or the government) for subsistence. Thankfully, we have savings vehicles that provide...