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Protecting Your Real Estate
The widespread availability of searchable land records, advanced internet tools, and the heavy use of…
Career
Children
5 Tips for Navigating Post-Grad Life
During this season of graduation, I thought it would be appropriate to address some important…
Investing
Living Well
Filling out Your Social Circles
Isolation is not healthy. If you watched any of Netflix’s blue zone documentary from expert…
Investing
Taxes
The Benefits of a Tax Efficient Distribution Strategy
Investing
Taxes
Avoid this $200,000 Inheritance Mistake
One of the biggest mistakes we see with inheritances is the failure to step up…
Taxes
Four Tax Prep Tips
Organizing your tax documents now can be helpful as you hit February. What were your…
Career
Job Offer Negotiation Tips to Ensure Workplace Equality
Congratulations on receiving a job offer! Negotiating a higher offer and ensuring fair pay is…
Investing
Think Twice About Chasing Big Stocks
As companies grow to become some of the largest on the US stock market, their…
Children
Investing
My Three Favorite Kid’s Accounts
There are many ways to go about establishing the right habits and foundation for one’s…
Living Well
The Best Thing I Have Done for My Children in 2023
Val and I updated our estate documents. Check that off the to-do list. All the…
Investing
Defer Real Estate Capital Gains Taxes with a 1031 Exchange
Have you ever heard of a 1031 Exchange? This is a little-known opportunity that could…
Children
Investing
The Benefits of Raising Financially Aware Children
Educating children on various concepts surrounding the value of money can be very beneficial to…
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2 Burlington Woods, Ste 100
Burlington, MA 01803