News and Events

2/11 No BondCast LIVE – Tax Special with Meri Anderson

WATCH NOW On Thursday, February 11th at 3pm EST Misty Lynch sat down with Meredith L. Anderson, CPA, MST, EA, partner at Coval, Anderson, and Coval LLC. Meri discussed tax strategies for 2021 including new changes this year, tips for business owners, and things to remember if your income or career changed.   Meredith L.

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12/10 No BondCast LIVE – Holiday Planning with Misty and Angel

  WATCH NOW Misty Lynch, Director of Financial Planning / Financial Advisor,  and Angel Williams, Director of Client Relationships, sat down on Thursday, December 10th for the last No BondCast Live of 2020. Misty and Angel will be discuss: – The differences of this year vs previous years – Not overspending to make up for

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Watch out for IRMAA – Who’s that, you ask?

The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some retirees.  The standard Part B Medicare premium in 2018 is $134.  What most people don’t know is that as retirees they may end up paying a significant surcharge on their Medicare Part B and Part D (Drug benefit) premiums. This is a result of the Medicare Modernization Act of 2003 (which took effect in 2007) affecting Medicare Part B

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A Night of Networking and Golf – all for a good cause!

We are excited to announce that we will be hosting a networking event at Fore! Golf Entertainment on March 28th from 6-9pm. (Due to the weather, this has been rescheduled from the 21st.) All proceeds will benefit Waypoint Adventure, a nonprofit that uses outdoor adventures to challenge youth and adults with disabilities to discover their purpose,

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What I learned from my kitchen remodel.

New visitors to our home frequently comment on our kitchen, specifically on how great it looks. We had it built a few years ago. While my wife and I graciously accept the compliments, every time I hear someone ‘ooh and aah’ over it, secretly I cringe. It’s not that it’s not beautiful – to the

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PLEASE, just tell me the truth!

The other day, a friend told me about a relative who had suffered from a heart attack and had to be rushed to the hospital. Thankfully, the man was treated in time and is now home in recovery. Even so, it was a shock to everyone as no one was aware that he had any

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BECK BODE WEALTH MANAGEMENT NAMES NEW COO

Dan Kline brings over two decades of operations experience in high growth environments. DEDHAM, MASSACHUSETTS, JANUARY 2, 2018 – Beck Bode Wealth Management today announced that Dan Kline is joining the firm as Chief Operating Officer. A seasoned operations expert, Dan will oversee all aspects of day-to-day management, including client services and the firm’s fast-growing

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