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51 Mill Street
Suite 1
Hanover, MA 02339

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Alison McCarthy, CFP® RICP®

(617) 934-1109

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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.  

Helpful Content

Global and International Funds

Global and International Funds

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A New Way to Look at Your Bucket List

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Red Flags for Tax Auditors

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Pay Yourself First

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Managing Your Lifestyle

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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Can Election Results Predict the Market?

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