Gifting assets to children or grandchildren is a popular strategy you can employ to reduce the taxable burden of your estate, and these gifts can...

Like much of the country, the financial services and tax communities have been focused on potential drastic changes to estate and income tax laws on...

With the 2020 Presidential election behind us and the end of the year fast approaching, no time is better than the present to review your financial...

Seizing upon overwhelmed state unemployment agencies, identity thieves have been aggressively filing fraudulent unemployment benefit claims...

No matter where you're at in life, it is important to revisit your financial situation before the end of the year. In fact, there are some financial...

On July 1, 2019, a new law regulating and taxing short-term rentals in Massachusetts will go into effect. This new law expands the state’s hotel and...

At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated many...

It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a difficult...

Think for a moment about the word “empowerment.”  What does it mean to you? Can you think of a time in your life when you felt empowered? 

When I...

Markets rise, markets fall – Is this time different? 

The recent return of market volatility has unnerved investors. We offer the following...