by Boston Financial Management | Nov 20, 2023 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Chief Planning Officer The IRS has released its annual inflation-adjusted figures for 2024. We have summarized several key points to help you start planning for the new year. If you have any questions, please contact...
by Boston Financial Management | Oct 4, 2023 | BFM Insights
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning Officers After months of debate, the Massachusetts House and Senate passed a compromise tax relief bill, and Governor Healey signed it into law the afternoon of October 4th. Here...
by Boston Financial Management | Aug 24, 2023 | BFM Insights
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning Officers It’s August and for parents of college-bound young adults, this often means packing the car with school supplies and ramen noodles, and of course, paying tuition. One...
by Boston Financial Management | Dec 28, 2022 | BFM Insights
by Kathleen M. Sablone, JD, AEP®, Co-Chief Planning Officer The original Setting Every Community Up for Retirement (“SECURE”) Act was signed into law at the end of 2019. Earlier this year, the House passed a follow-up bill known as the Securing a Strong Retirement Act...
by Boston Financial Management | Nov 14, 2022 | BFM Insights
by Kathleen M. Sablone, JD, AEP®, Co-Chief Planning Officer Massachusetts Question 1, sometimes referred to as the “Millionaires’ Tax” or the “Fair Share Amendment,” has been approved by voters. As a result, a 4% surtax will be imposed on any income over $1 million...
by Boston Financial Management | Oct 20, 2022 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning Officer The IRS has released its annual inflation-adjusted figures for 2023. We have summarized several key points to help you start planning for the new year. If you have any questions, please...
