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Divorce Planning, Financial Planning

What Financial Specialists Do You Need?

Should you get a financial specialist to help with your divorce? Most people start ...

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Divorce Planning, Financial Planning, Retirement Planning

Is a 30% Difference in Retirement Income Fair and Equitable? The Potential Impact of Social Security on Divorced Retirement Income

Social Security and Divorce The complexities of Social Security retirement benefits make it a ...

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Student Loan Planning

Public Service Loan Forgiveness: limited waiver opportunity

[inlinetweet prefix=”RT @boston_planner” tweeter=”” suffix=”#financialinsight #personalfinance #money”]Public Service Loan Forgiveness (PSLF) is a loan ...

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Financial Planning, Investment Planning, Retirement Planning, Tax Planning

Seven Year End Wealth Opportunities

[inlinetweet prefix=”RT @boston_planner” tweeter=”” suffix=”#financialinsight #personalfinance #money”]As we come close to the end of ...

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Financial Planning, Student Loan Planning

New Graduates’ Guide to Paying Off Student Loans

Congratulations on finishing your degree! Now it’s time to study up on the best ...

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Divorce Planning, Financial Planning, Retirement Planning

Should Your Spouse Join You in a Divorce Workshop?

Should Your Spouse Join You in a Divorce Workshop? As a Financial Planner, I ...

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Financial Planning, Student Loan Planning

Ways to pay off Parent PLUS loans

Introduction Young adults are not the only ones saddled with the obligation to pay ...

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Financial Planning, Retirement Planning

How You Can Plan to Pay for Long Term Care

Introduction [inlinetweet prefix="RT @boston_planner" tweeter="" suffix="#financialinsight, #personalfinance, #money"]You need a plan to pay for ...

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Financial Planning, Student Loan Planning, Tax Planning

Student Loan Interest Deduction: How can I claim it?

[thrive_headline_focus title=”” orientation=”left”] It’s time to do your 2020 taxes!  If you have student ...

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Divorce Planning, Financial Planning, Retirement Planning, Tax Planning

Should you value your pension?

[thrive_headline_focus title=”Should You Value Your Pension?” orientation=”left”] Jill came to our office for post-divorce ...

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