The Cycle of Financial Planning
The financial planning process is an ongoing engagement of adjusting as changes in your life occur. It is not a onetime event that you ‘set and forget’. In order to pursue the financial independence you would like to have you need to stay up-to-date with the plan and pick the right people to work with.
At the Boston Premier Wealth LLC we have the experience to help guide you through your unique cycles with intelligent and thoughtful strategies. We work with you to find the appropriate fit for your financial planning needs.
Contact me today to book a complimentary appointment to review your financial goals and how we can help you reach them.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Couples may be able to head off many of the problems in a marriage that money can cause.
It sounds simple, but paying yourself first can really pay off.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?