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Financial Planning, Student Loan Planning

The Best Way to Pay Off Federal Student Loans

[thrive_headline_focus title=”The Best Way to Pay Off Federal Student Loans” orientation=”left”] In my previous ...

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Financial Planning, Investment Planning

What is Bitcoin, exactly?

[thrive_headline_focus title=”What is Bitcoin, exactly?” orientation=”left”] What is Bitcoin? [inlinetweet prefix=”RT @boston_planner” tweeter=”” suffix=”#financialinsight ...

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Financial Planning, Student Loan Planning

Joe Biden’s Student Loan Proposals

[thrive_headline_focus title=”Joe Biden’s Student Loan Plan: what he has proposed so far” orientation=”left”] When ...

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Student Loan Planning

Private Student Loans: Should I Refinance a Federal Student Loan?

[thrive_headline_focus title=”Private Student Loans: Should I Refinance a Federal Student Loan?” orientation=”left”] As college ...

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Divorce Planning, Retirement Planning

How Can Divorced Women Claim Social Security?

[thrive_headline_focus title=”How Can Divorced Women Claim Social Security?” orientation=”left”] When the Social Security Act ...

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Financial Planning, Retirement Planning, Risk Management

Should you cancel your LTC insurance?

  Long Term Care (LTC) LTC can be a stressful subject to discuss, especially ...

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Retirement Planning

Social Security

[thrive_headline_focus title=”Is Social Security Important” orientation=”left”] For most people, Social Security retirement benefits are ...

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Financial Planning, Investment Planning, Portfolio Construction, Retirement Planning, Sustainable Investing

What’s After The Bear Market?

[thrive_headline_focus title=”What’s After The Bear Market?” orientation=”left”] For the month ending 3/20/2020, the S&P ...

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Financial Planning, Retirement Planning, Tax Planning

Saving Taxes with the Roth and the Traditional IRAs

Which Account Saves You More Taxes: the Roth IRA or the Traditional IRA? The ...

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Financial Planning, Retirement Planning, Tax Planning

How does the SECURE Act affect you?

[thrive_headline_focus title=”How Does The SECURE Act affect you?” orientation=”left”] After several months of uncertainty, ...

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