by Joanne Tackes | Dec 20, 2024 | Financial Planning, Joanne Tackes, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2025 retirement account savings. How different will your retirement contributions look in 2025? Let’s take a look… IRA Contribution Limits remain the same for 2025. If you...
by Joanne Tackes | Dec 5, 2024 | Financial Planning, Joanne Tackes, Retirement
Passed by Congress on December 23, 2022, The SECURE 2.0 Act of 2022 is an important piece of legislation aimed at expanding retirement plan coverage for the American workforce and at increasing retirement savings. It follows the SECURE Act which was enacted in 2019...
by Robert Bartley | Dec 5, 2024 | Financial Planning, Robert Bartley, Taxes
The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2024 tax bill, no matter whether you live in Massachusetts, New Hampshire or elsewhere. Read on for some strategies you can implement before we ring in the new...
by Robert Bartley | Dec 5, 2024 | Financial Planning, Legislation, Robert Bartley
The Financial Crimes Enforcement Network’s (Fincen) Beneficial Ownership Information Report (BOIR) Filing Requirement BREAKING NEWS: FEDERAL COURT IN TEXAS BLOCKS BOIR REQUIREMENT (This means that at this time, there is no obligation to comply with the reporting...
by Joanne Tackes | Oct 2, 2024 | Estate Planning, Financial Planning, Joanne Tackes
If you are like many diligent property owners, you have worked with an attorney to create a plan for transferring assets after your death. This often involves the formation of a revocable living trust which allows you to retain ownership and control of your assets...
by Phillip Kashin | Oct 2, 2024 | College Planning, Financial Planning, Phillip Kashin
Saving for college is a major financial commitment and it’s important to make it part of your overall financial plan. While you might not need to cover the entire cost, thanks to scholarships, grants, and other resources, careful planning is key. Estimating the...
