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Mortgage Rate Buydown
A single percentage point increase in mortgage rates can mean hundreds more in monthly payments...
January 2024 Market Value Update
Here’s our January Market Value Update. The past year has been marked by unpredictability,...
Milestones
My family has hit a couple of milestones recently which have reminded me that my Mom was right (as...
Recent Massachusetts Tax Law Changes Affecting Individuals
October 2023 saw the passage of a bill providing $1B in tax cuts for Massachusetts taxpayers. With...
2nd Degree Black Belt
It has been an honor to work with my Ju Jitsu/Kenpo partners (pictured above), who I have worked...
2024 Qualified Charitable Distributions (QCDs)
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian...
