The last half of February was rough, but even the best years have scary headlines and volatility. The good news is that we’re heading into March and April—two of the better months of the year for the market. Get our take on what’s ahead in our Weekly Market Commentary. https://buff.ly/w5tp0Uh
关于我们
At Boston Retirement Group, our mission is to help you reach your goals, whether you’re just getting started, preparing for retirement, or well into your golden years. Our team works closely with highly skilled tax and legal professionals, as a complete financial plan must consider all factors. We believe in coordinating these efforts and simplifying the process, as most of our clients would prefer time spent with family, friends and pursuing their passions. We will not rest until your plan is on track and all the boxes are checked. Once your plan is in place, you can continue to focus on pursuing your purpose. Investment advisory services are offered through CWM, LLC; an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
- 网站
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https://www.bostonretirementgroup.com/
Boston Retirement Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Waltham，Massachusetts
- 类型
- 合营企业
- 创立
- 2016
- 领域
- Financial Planning、Individual Planning和Wealth Management
地点
Boston Retirement Group员工
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Patrick Nee, CRPS?
Partner, Wealth Advisor at Boston Retirement Group LLC
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Jessica Lopez
Member Services Representative at Boston Retirement System
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Geoffrey Skowronek, CFP?, ChFC?
Associate Wealth Advisor at Boston Retirement Group
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Brian Gioscio, CFP?, CLU?
Associate Wealth Advisor at Boston Retirement Group
动态
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Go into this tax season prepared to take advantage of all the deductions you qualify for with our step-by-step guide: 8 Tax Tools for the Toolbox https://buff.ly/3ERh6NI.
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In the heart of tax season, one burning question is asked over and over: “What do I need to give to my tax preparer?” Fortunately, we’ve got the answer right here! https://buff.ly/3QxsrVL.
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Worries about tariffs, what President Trump might do next, the Fed, geopolitical drama, inflation, AI, and more have all have dominated the headlines and caused concern for many investors this year. Yet the S&P 500 reached new all-time highs last week. How is this possible? https://buff.ly/4i8FdFU
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As a parent, you may never be emotionally “ready” to send your child off to college, but are you ready financially? Take our quick quiz to gauge your ability to help pay for your child's college expenses. https://buff.ly/497HX1G
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Discover eight unique tax strategies that could help you save on your tax bill in our helpful guide. Download your copy today! https://buff.ly/3CTN9Mo.
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Make sure you’re taking advantage of all the tax breaks and incentives available to you. Our Tax Planning Checklist is designed to help you make decisions regarding your taxes, retirement savings, and charitable giving. Check out some of the common planning opportunities and current tax benefits to consider as you update your plans for this year. https://buff.ly/42WHvUk.