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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Jane Evelyn, CFP® Joins Beck Bode Wealth Management

DEDHAM, MA – February 3, 2015– Beck Bode Wealth Management (Beck Bode) is pleased to announce that Jane Evelyn, CFP® has joined the investment firm as a financial advisor. Jane assists individuals and businesses in all areas of financial planning including budgeting, insurance and risk management, and employee benefits, investment, tax, retirement and estate planning.

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Tricia Welsh, CFP® Joins Beck Bode Wealth Management

DEDHAM, MA – November 14, 2014 – Beck Bode Wealth Management (Beck Bode) is pleased to announce that Tricia Welsh, CFP® has joined the investment firm as a financial advisor, where she specializes in guiding people and families going through major life transitions such as divorce and death, as well as those planning in advance

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