You’ve worked hard for years. But is your money growing at the right rate? Have you saved enough to take into account the effects of inflation on your lifestyle, our increased longevity, the uncertainties of the economy and financial markets, and taxes? Jim Wood addresses these questions and more.
Wealth strategist Jim Wood from Insight Financial Strategists LLC will present money management considerations for your pre-retirement “accumulation period” and your post retirement “distribution period.” Call (781) 275-6825 to register.
This half-day workshop on taking the next step toward untying the knot will cover the legal, financial, family and personal issues that are often encountered during the divorce process. Trained professionals will provide you with knowledge and information you need to know to empower you through the divorce process with confidence and peace of mind. […]
In the last few years investors both large and small have shown great interest in supporting socially impactful business that also exhibit sustainable financial performance. Many investors have added a series of environmental, societal and governance (ESG) criteria to the more traditional way they select investments. Often the goal is achieving a double bottom line–doing […]
This half-day workshop on taking the next step toward untying the knot will cover the legal, financial, family and personal issues that are often encountered during the divorce process. Trained professionals will provide you with knowledge and information you need to know to empower you through the divorce process with confidence and peace of mind. […]
In the last few years investors both large and small have shown great interest in supporting socially impactful business that also exhibit sustainable financial performance. Many investors have added a series of environmental, societal and governance (ESG) criteria to the more traditional way they select investments. Often the goal is achieving a double bottom line–doing […]
In December 2017, Congress passed the TCJA, the most significant tax change in a generation. Do you how the new tax law is going to affect you? Do you know the strategies you can implement to take advantage of the new tax law to improve your retirement planning and your legacy planning? This workshop will […]
In December 2017, Congress passed the TCJA, the most significant tax change in a generation. Do you how the new tax law is going to affect you? Do you know the strategies you can implement to take advantage of the new tax law to improve your retirement planning and your legacy planning? This workshop will […]