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...
by Boston Financial Management | Aug 18, 2022 | BFM Insights
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning Officers Everyone hates homework, especially in the summertime, but when it comes to estate planning for your children, you may have some work to do before the school year...
