A sound investment management strategy is an integral step towards achieving Confidence in Retirement™. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and …
Our Recent Articles
The Bipartisan Budget Act of 2015 was signed into law by President Obama on November 2, 2015. The budget agreement suspends the debt limit through March 15, 2017, and creates a framework for a spending bill to fund the federal government for the next two fiscal years. As part of the deal, lawmakers agreed to some major changes for Social Security, including the end of two Social Security claiming strategies — “file and suspend” and “restricted application” for spousal benefits. These strategies have given couples the potential for increased lifetime payouts.
As we venture deeper into estate planning with our eyes keenly on achieving financial wellness I got a chance to catch up with Michael Randall, Director of Major and Planned Giving at Salem State University. Learn more about Salem State’s fundraising campaign at salemstatereasons.com. You can also connect with Michael on Twitter @GoodGuyGiving. I asked Mike if he would be willing to talk about the latest trends in legacy planning and how making meaningful gifts can be easy, impactful and part of anyone’s estate plan. It is always nice to relate what we talk about and apply it to a real life situation.
You’re invited to an educational seminar on Estate Planning and Cemetery Pre-Planning presented by Puritan Lawn Memorial Park and Stoddard Financial, LLC. Please join us on Wednesday, October 14th @ 6:00 PM at The Chapel at Puritan Lawn Memorial Park in Peabody, MA. Please reserve your seat on the following page. Advanced registration is required.