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Me Jane, You Screwed Up

How a Financial Advisor Can Keep You Out of Trouble with the IRS Recently I was talking with an investment advisor about what we do and how we work with clients. I mentioned that I had been following up with clients who had Solo 401ks, explaining that I have a new client who has a

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How One Financial Adviser Resolved the Thorny Issue of Succession

By Veronica Dagher Wall Street Journal March 11, 2016 5:30 a.m. ET For more than three decades, Paul Pignone of Boston Retirement Advisors LLC has helped clients prepare for later life. But the 67-year-old dragged his feet and struggled for years with his own retirement-planning challenge—finding a way to cash out of the business he built

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Take a deep breath…corrections are actually normal.

Don’t look now, but the panic of 2016 has begun. So far this year the markets have been pretty ugly. It probably doesn’t help that 2015 wasn’t exactly a pleasant ride for investors. The year began with six months of pretty solid returns. But by the end of December, the markets had ungraciously taken back

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Maine Voices: Roth: A better college-savings plan?

The after-tax IRA is more flexible, likely will grow faster than a 529 and can provide retirement security for parents. DEDHAM, Mass. — The Harold Alfond Foundation recently announced an expansion of its college savings program. It now will give every baby born in Maine a $500 grant, which is invested in a 529 college

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Invest with Clarity in an Unclear World

Boston : 75 State Street, 24th Floor, Boston MA 02109 7/9 8:00 a.m. – 9:00 a.m. Dedham : 858 Washington Street, 2nd Floor, Dedham MA 02026 6/11 8:00 a.m. – 9:00 a.m. 6/24 12:00 p.m. – 1:00 p.m. Featured Speaker: Benjamin Beck – Managing Partner and Chief Investment Officer of Beck Bode Wealth Management. Ben

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