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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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
This checklist can give you a quick snapshot of how prepared you are.
Important items to consider when purchasing condo insurance.
Here are six flags that may make your tax return prime for an IRS audit.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
For many, retirement includes contributing their time and talents to an organization in need.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Taking your Social Security benefits at the right time may help maximize your benefit.