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.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
These food myths will really put a drain on your wallet.
Here's a breakdown of how the federal government spends your tax money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What can be learned from the savings rate?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are hundreds of ETFs available. Should you invest in them?
The market is as unpredictable as the weather. We’d love to help you prepare.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
With alternative investments, it’s critical to sort through the complexity.
When should you take your Social Security benefit?