above are selected provisions of Secure Act of 2019 that Congress passed at the end of 2019.
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.
Our Team
Learn more about our amazing team of professionals.
Team members
Founder and Principal
Originally from Kansas City, MO, Jeanne now lives in Reading, MA with her husband. She has two grown sons (which explains her extensive...
Principal and Wealth Manager
Having grown up in the New York State’s Hudson Valley, he now lives in Marblehead, Massachusetts with Kristen Nyberg and their...
Principal and Operations Manager
Originally from the Monadnock region of NH, Mandy now lives in Stoneham, MA with her husband and two young daughters.
Mandy studied...
Our Blog
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Latest Blog Posts
Feb 14, 2020 by Financially In Tune
by Philip Lee, CFP®
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:
18th Birthday
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....
Jan 23, 2020 by Financially In Tune
by Philip Lee, CFP®
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...
