Why Financially in Tune for financial planning and investment management?
Just as each New England season is unique, a financial strategy is tailored for each client’s specific circumstances. Financially in Tune is an independent, fee-only firm founded by Jeanne Gibson Sullivan, CFP®, who brings over 20 years of financial planning and investment management experience to creating and implementing financial solutions.
Financially In Tune offers a complimentary initial consultation. During the consultation, we will determine together whether Financially In Tune offers a good fit for your financial needs.
For clients who wanted a limited project – advice on just a few specific issues, whether it be a review of their portfolio, a retirement projection or recommendations for prioritizing savings for specific goals such as college and a new house, we work on an hourly/project basis
For my birthday, I think about the financial implications but will also enjoy time with my family and friends. The table below provides a framework of financial planning considerations or requirements as we all age:
18 year-olds are now adults who can enter into contracts, make their own health care decisions and are afforded levels of privacy to which we may not be accustomed. As adults, basic documents take on more meaning....
Here 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 can contribute to my 401(k), 403(b), 457 plans in 2020?
A: The elective deferral amounts are $19,500 and if you are 50 years old or older you can defer an additional $6,500 for a total of $26,000. Even if you...