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We hope you find these topics interesting and useful. We will continue to add new whitepapers, so visit this page again soon!

2020 Tax Planning Whitepaper

In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

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Women and Investing

Women investors face many challenges to building wealth and
securing their financial futures. We developed this resource as
a guidebook for women who are seeking perspectives on how
to take control of their financial lives.

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5 Retirement Mistakes Small Business Owners Make

This special report provides insights on mistakes to avoid and steps to
take for building the retirement you desire—while managing your myriad responsibilities.

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401K Action Steps

  • Information that can help save thousands in taxes and fees
  • Tips for speeding up retirement preparations
  • Critical mistakes to avoid
Download Here

For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you. | 781-743-2600

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