Originally from Kansas City, MO, Jeanne now lives in Reading, MA with her husband. She has two sons, one in college and one recent college...
Having grown up in the New York State’s Hudson Valley, he now lives in Marblehead, Massachusetts with Kristen Nyberg and their...
Originally from the Monadnock region of NH, Mandy now lives in Stoneham, MA with her husband and two young daughters.
Mandy studied...
Philip Lee CFP®
I file this Wall Street Journal article, (How to Manage Your Target-Date Fund After Retirement) under "One Size Fits None." I've had conversations with my retiree clients on these very issues:
Are Target-Date funds overly simplistic? How or do I want to...
This is the time of year when many may be spending time with family and/or friends while enjoying the holiday season. It's also the time when people typically make New Year resolutions – often centered around physical health or financial health.
These are some Frequently Asked Questions I get for those thinking about their finances. Of course there is more to financial planning and investment advisory services than these limits:
Q: What is the max I...
By Philip Lee, CFP®
Are you a Massachusetts resident and saving towards college via a 529 Plan?
I’ve often recommended the Nebraska 529 plan or, more recently, the Utah 529 plan since they offer great investment options for college savers. Massachusetts didn't have a tax incentive to save in our state's 529 plan. Now there may be a reason to use the Massachusetts state plan!
Effective January 1, 2017 Massachusetts residents will be able to deduct up...
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