Flagship Private Wealth was named top 17 Boston Financial Advisors in 2017 by Expertise. 156 financial advisors in the greater Boston area were reviewed and the rating was based on a multitude of criteria including: Reputation- A history of delighted customers and...
Wedding season is here! If you are one of the soon to be brides or grooms, take a look at some helpful financial tips to consider before tying the knot. 5 Tips for Couples Getting Married 1. Communication is key! Before you tie the knot, set aside time to discuss...
The holidays are fast approaching and for many consumers this can be a stressful time of year. Remember- it does not have to be! Here are some tips to help you spend less and enjoy more this holiday season: Make a Gift List & Check it Twice! Create a gift list of...
When you graduate from college it can be an overwhelming time. There are many decisions to be made and those decisions can greatly impact your financial future. Below is some advice to help get you started down the right track. 1. Understand your student loans. Put...
Don’t look now because before you know it the season of giving — and spending — will be upon us. Don’t wait until the credit card bills arrive in January to think about how you’re going to pay for your holiday spending. Start now and consider these planning tips.
Some people also consider transferring ownership for estate-planning reasons. If you are planning to bequeath the family homestead to your child, transferring title while you are alive may enable you to reduce the taxable value of your estate.
Getting value may not be your first priority when planning a vacation, but it’s probably an important consideration. With some planning, you can have a great time and still avoid breaking your budget. Here are just a few tips to remember when planning your vacation:
In an endeavor as critical as managing your investments, it is prudent to handle some situations with the help of a competent professional advisor. Many individual investors simply do not have the time, patience, or persistence to deal effectively with their investments over the long term.
Being part of the college planning process can be very educational for children, as it presents them with valuable financial lessons for the future. Children can earn money, learn about sources of financial aid, research potential colleges, and take other steps that may relieve their parents of some of the responsibility of college planning.
As you plan for the year ahead, is an investment checkup leading your list of resolutions? Taking time for a detailed financial review — including retirement planning, college savings, and your tax situation — may help you progress toward your long-term goals.