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Featured Home, Retirement Income Planning, Retirement Planning, Social Security, Social Security & Medicare, Tax Planning, Withdrawal StrategiesHow Mark and Susan Earned Six Figures While Paying Zero Federal Income Tax
Here’s how a Massachusetts couple did it — and when the window closes. Every year, the IRS gives retirees a powerful starting point: the standard deduction. Thanks to the new…
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Financial Decisions Are About Trade-Offs—Not Right or Wrong
In financial planning, people often want to know: “Is this a good strategy?” The real answer? It depends. Our industry…
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Managing Volatility in Retirement: Protecting Against Market Losses and Currency Debasement
Retirement can be the most rewarding chapter of your life — but it can also be the most financially vulnerable.…
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Social Security Timing for Massachusetts Retirees: The Real Costs of Claiming Early vs. Waiting
For many retirees in Massachusetts — whether you live in Newton, Wellesley, Lexington, or along the South Shore — deciding…
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Creating Your Own Paycheck in Retirement: Turning Savings into Steady Income
Introduction For decades, you’ve been working for a paycheck. It arrived every two weeks, like clockwork, giving you the confidence…
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Real Retiree Scenarios Under the Big Beautiful Bill
Over the past five blog posts, we’ve walked through how the One Big Beautiful Bill (OBBB) could affect retirees when…
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Social Security, Medicare & Income Planning: What Retirees Need to Watch
In this post of our Big Beautiful Bill series, we turn our attention to two programs that form the foundation…
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Estate Planning in a Changing Landscape: What Retirees Need to Know Now
In this installment of our ongoing series on the One Big Beautiful Bill (OBBB), we shift our focus to estate…
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Smarter Charitable Giving Under the Big Beautiful Bill
In our previous posts, we explored how the One Big Beautiful Bill (OBBB) could reshape tax brackets and create new…
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Roth Conversions in 2025: A Window Retirees Shouldn’t Ignore
In our first post in this series, we explored how the One Big Beautiful Bill (OBBB) could impact your income…