Veritas Boston Wealth Management

Even those with significant wealth encounter choices about borrowing. The key isn’t whether to take on debt—it’s understanding the role it plays in your overall financial strategy. Good debt can be a strategic tool, helping to grow your wealth through appreciating assets, education, or business opportunities. On the other hand, bad debt can diminish your financial power, often tied to high-interest rates and non-essential purchases. The takeaway? It’s about aligning debt with your broader wealth plan. A financial advisor can help you evaluate when leveraging debt makes sense and when it’s time to steer clear.

In your 60s, life brings a new set of opportunities and questions. Women often carry unique financial responsibilities—balancing personal goals with family priorities. Having a trusted advisor as a sounding board can help bring clarity and confidence to your decisions, seeing that your plan is as adaptable as you are. What’s on your mind as you look toward this new chapter?

Here's a quick example. Suppose you experience a year with a higher-than-usual income, such as selling a business or receiving a significant bonus. Establishing a donor-advised fund can allow you to make a large charitable contribution that year, working towards securing an immediate tax deduction. You can then distribute the funds to your chosen charities over time.

When it comes to your finances, luck has little to do with it—it’s about strategy, planning, and taking consistent steps toward your goals. This St. Patrick’s Day, let’s toast to smart decisions and building wealth with intention. ??

These rules of money are as old as time, but sticking to them can be a challenge. What money rules guide your family?

While we can't turn back the clock, we can certainly help you shape a better financial future starting today. We're here to help you feel well-informed and prepared for the retirement you envision. It's never too late to take control of your financial journey. ? Please schedule a call with us so together, we can explore your future. https://lnkd.in/eUyS2wg6 ? #financialadvisor Daniel Falcone

When it comes to building wealth, time can be your greatest ally. Investor A contributed less than Investor B but started sooner, allowing compound interest to do the heavy lifting. It’s not about how much you invest—it’s about how early and how consistently you start. Whether you’re just starting your career or rethinking your financial priorities, the power of compounding is a reminder: the earlier you take action, the greater the potential impact. What small steps can you take today to set your future self up for success? source: https://heyor.ca/qjUqpp

Candlesticks offer a snapshot of market sentiment at a glance: The body reveals the open and close prices. The wicks highlight the high and low prices during the timeframe. Green or red? That shows who had control—buyers or sellers. Simple visuals with powerful insights. Are candlestick patterns part of your strategy?

We believe working alongside entrepreneurs and business owners is a privilege. Together, we navigate the complex financial landscape. Let's continue this journey of growth and achievement as a team. Schedule a time to meet with us. https://lnkd.in/eUyS2wg6 Kevin Dufault

Today, we celebrate the strength, resilience, and achievements of women everywhere. ?? International Women’s Day is a reminder to empower and uplift one another, break barriers, and continue creating opportunities for future generations. Here's to the incredible contributions women make to our families, workplaces, and communities—today and every day.