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 781-698-4840 to register.
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]