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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

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

 

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Surprises

Making the most of surprises is a great reason to work with us.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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