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Our Weekly Blog

Does Whom You Name as a Beneficiary Really Matter? Thumbnail

Does Whom You Name as a Beneficiary Really Matter?

Many years ago, "Felicity" and "Hugh" got married. It was a second marriage for each of them and they each had two adult children. Felicity had inherited a beautiful beach house in Truro down the Cape. It had been in her family for a couple of generations and the family spent every summer there.

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5 money tips outside of investing Thumbnail

5 money tips outside of investing

Hot stocks have been all the rage lately, and if some of your friends invested in certain "hot" stocks, they’re still probably talking your ear off about some of their #gains. However, what they probably aren’t talking about are the often overlooked, “unsexy” components of financial planning

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Key Retirement Dates Thumbnail

Key Retirement Dates

The first key retirement planning milestone is the year in which you attain age 50. That’s the year when you can bump up your retirement plan contributions. In 2021, the maximum contributions to 401(k)s and 403(b)s increases from $19,500 to $26,000 per year.

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