by Boston Financial Management | Jul 31, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning The rules surrounding Social Security benefits can be confusing. When planning your retirement, it is essential to have accurate information in order to make the best choices. For example, many people file for...
by Boston Financial Management | Jul 8, 2020 | BFM Insights
by Charlie J. Zambri, Chief Operating Officer & Chief Compliance Officer The digital age we currently live in offers us much convenience. We can transfer money, order groceries, and stay in touch with friends in as little as a few clicks. However, this...
by Boston Financial Management | Jun 26, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning On June 23, the IRS issued additional guidance regarding 2020 Required Minimum Distributions (“RMDs”). As noted in an earlier alert, the CARES Act waived all RMDs for 2020. For taxpayers who had...
by Boston Financial Management | Mar 31, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning The Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) was signed into law by President Trump on Friday, March 27th. This $2 trillion stimulus package provides an extensive array of...
by Boston Financial Management | Mar 19, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning In IRS Notice 2020-17 the Internal Revenue Service announced some relief for taxpayers affected by the COVID-19 pandemic. On March 20, 2020, Secretary Mnuchin also moved the filing deadline for all taxpayers. ...
by Boston Financial Management | Jan 16, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning For many, the New Year is a time to set goals or to improve some aspect of one’s life. According to a recent Marist poll¹, the most common New Year’s resolutions for 2020 are to eat healthier and...
by Boston Financial Management | Dec 20, 2019 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning The Setting Every Community Up for Retirement (“SECURE”) Act has been stalled in Congress and seemed unlikely to pass this year. At the last minute, it was added to a bipartisan spending bill that...
by Boston Financial Management | Nov 25, 2019 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning Are you taking advantage of opportunities to lower your tax bill? As many realized last April, the Tax Cuts and Jobs Act of 2017 dramatically changed the tax landscape. You should proactively review your...
by Boston Financial Management | Jun 18, 2019 | BFM Insights, Whitepapers
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning One of the most important decisions you will make when drafting your Last Will & Testament is the choice of an Executor, also known as Personal Representative. Your...
by Boston Financial Management | Jan 15, 2019 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning The IRS has released its annual inflation adjusted numbers for 2019. The following are some of the highlights to help you plan for the year: If you have any questions, please contact our Estate and Financial...
