Financial Planning and Investment Blog
This week's reading list focuses on tax increases, valuing and selling your business, 35 years of investment lessons, stop scaring us with the Dow, why sustainable investing works, zero-carb beer is here, Facebook in hot water, latest book recommendation and more.
This week the House tax bill started taking shape. Check out how it differs from President's Biden's proposals, the likelihood of passage, and some strategies for how to keep more of what you earn.
This week's reading list focuses on MMT, selling your business, how Covid shook the world's economy and how it was stabilized, investment lessons and where to invest now, urgent Apple security update, 529's and financial aid, weight loss myths busted, updating the Mass estate tax, and more.
A book about MMT - Modern Monetary Theory - starts with busting deficit myths before turning to policy prescriptions to fix the country. Is it nonsense, or an innovative theory liberating us from deficit fears so we can invest appropriately in our country's future? Either way it's important to understand as its influence is growing.
This week's article round-up focuses on business owner tools, Social Security running out of money, where we are in the Covid endgame, taking advantage of Chinese stock weakness, how the rich are planning to avoid tax increases and how you can too, whether the market has priced in a corporate tax hike, the SEC's latest investor alert, happiness, 10 great Boston food neighborhoods, wine wars, latest book recommendation and more.
This week's article round-up focuses on what is going on in D.C. related to your money, Social Security claiming strategies, underspending in retirement, where Americans are getting their advice, aging in place, what the Fed's plans mean for you, fitness trackers and health advice, and more.
As the summer winds down, people tend to get more focused on their finances. Use this fall financial check-up to accomplish a few priority items before year-end.
The 86th Wednesday Reading List is the fullest yet! This week's article round-up focuses on our team's reading list, tactical asset allocation's false promises, a respected market watcher's outlook, what are professional investors doing with crypto, RIP Disney FastPass, The Kite Runner's author on Afghanistan, the best diet, Chinese billionaire crackdown, the new Jeopardy host, drunk elephant driving, latest streaming recommendation and more
It's a seller's market for business owners. What steps should you take if someone offers to buy your business, and how does a business sale happen?
This week's article round-up focuses on tax planning in case of higher rates, whether to dollar-cost-average or not, where the market goes from here, the Fed's taper and why it might be different this time, detailed look at inflation, quirky home for sale, latest book recommendation and more.