Insights
From the Team
Our thoughts on finances, planning, and life in general.
Featured
Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the...Recent Insights
From Couch to Cleats
As I get older, I’m finding I need to schedule time with my friends further and further out, especially with there being 10 of us in widely varying careers and schedules. With the arrival of chilly fall weather here in MA, everyone’s instinct to begin hunkering down has kicked in and I thought it would…
Winning the Year-End Tax Game
By: John P. Napolitano | Founder and Chairman Before I got into financial advice, I was a CPA for a long time. I still carry the license. The reason I crossed the aisle was while taxes are complicated, it’s not that difficult to tell people what happened last year. Worse, I got tired of telling…
Look out, here comes Jim Cantore
In SW Florida, seeing Jim Cantore in person isn’t always a welcome sight. While many of us self professed weather geeks love watching him and all of the other natural wonders showcased on The Weather Channel, when he shows up in your town you know you’re in for a rough time ahead. Jim is now…
Market Update: October 2024
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.
How Alternative Investments Fit Into Estate Plans
By Alex Weiss CFP® | President & Wealth Advisor Alternative investments can create friction in the conversation about estate planning. When someone is looking to fund their estate plan, we need to consider how tax liabilities will be funded. Now take alternative investments like privately held businesses, and you encounter a number of variables that…
Bring Me Bach
It is a joyous time of year as the crisp fall weather encroaches on New England. Windows down in the car as we try and skip around to find the songs that match our mood. For those who didn’t know, I have quite a few musical bones in my body. My mother went to Boston…