thwemaadmin has not set their biography yet
Featured

Elections Matter, but not so much to your investments

Elections Matter, but not so much to your investments
Election years can be fraught with uncertainty as developments
surrounding the candidates, their platforms, and their predicted effects
on the economy and markets dominate the news. But should you let
this stream of political information influence how you and your advisor
manage your investment portfolio? Read more
312 Hits
Featured

Financial Planning Insights

Financial Planning Insights

Is Refinancing the Right Solution?  Read Article

221 Hits
Featured

The Impact of Rebalancing on Risk, Returns and Recovery

The Impact of Rebalancing on Risk, Returns and Recovery

Below are two studies, conducted by Morningstar and Innovest Portfolio Solutions, which demonstrate how periodically rebalancing your portfolio can reduce downside risk, shorten the recovery time following a market downturn, and enhance return potential compared to never rebalancing.  Read full article

118 Hits

401k Second Quarter Review

401k Second Quarter Review

July Review of the Second Quarter.  

115 Hits
Featured

Secure Act/ Tax Cheat Sheet

Secure Act/ Tax Cheat Sheet

Information on the secure act and how Fidelity is handling the changes

read more
318 Hits

2019 Market Commentary

2019 Market Commentary

In Spite of Healthy Returns, 2019 Wasn’t Easy

read more
314 Hits
Featured

Back to School Planning

Back to School Planning

Upon reaching age 18, an individual is considered to be an adult in most states and is entitled to medical privacy that prevents doctors from sharing any information without permission.  

read more
748 Hits
Featured

Protection Against Fraud

Protection Against Fraud

Don't get scammed!

read more
582 Hits

Your 2019 Tax Fact Sheet and Calendar

Your 2019 Tax Fact Sheet and Calendar

The year 2018 ushered in seismic tax-code changes that you're likely to see reflected on your 2018 return: notably, the end of personal exemptions as well as higher standard deduction amounts that mean many fewer taxpayers are apt to benefit from itemizing their deductions than in the past.

read more
714 Hits

How Politics Influences Investors' Decisions

...
read more
468 Hits
Featured

How to Deduct Home Office Expenses under Tax Reform

How to Deduct Home Office Expenses under Tax Reform

by Julie A. Welch, CPA, CFP®, PFS; and Cara L. Smith, CPA, CFP®
Julie A. Welch, CPA, CFP®, PFS, is the director of tax services and a shareholder with Meara Welch Browne P.C. in Leawood, Kansas.
Cara Smith, CPA, CFP®, is a senior tax manager with Meara Welch Browne P.C. in Leawood, Kansas.

In this world of technology and constant connectivity, working remotely has become more common. 

read more
530 Hits

Avoiding Disaster

Avoiding Disaster

 

 Hurricanes, floods, fires, blizzards, ice storms. No matter the season, we are reminded on a daily basis just how fragile our homes are. With the gas explosions in the Merrimack Valley and Hurricane Florence fresh in our minds, this is a good time to consider the safety of your valuables and your important papers. We suggest that you consider a safe deposit box in addition to an in-home lock box or safe. 

read more
497 Hits
Featured

Beneficiary Check-UP

Beneficiary Check-UP

When is the last time you checked the beneficiaries of your 401(k) account? 

...
read more
408 Hits

Protecting Yourself From Identity Theft

Protecting Yourself From Identity Theft

Phishing, the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information such as passwords and credit card numbers, was recently reaffirmed as the "biggest cybersecurity threat in 2018." 

read more
632 Hits

Five (Easy) Steps to Setting Up a 401(k)

Five (Easy) Steps to Setting Up a 401(k)

Have you been meaning to enroll your company's 401(k) but keep putting it off? 

read more
754 Hits

8 Financial New Year's Resolutions For 2018

8 Financial New Year's Resolutions For 2018

Looking to increase your financial fitness in 2018? 

read more
636 Hits

Identity Theft Tips

Identity Theft Tips

 To prevent/minimize the impact of data breaches and identity theft:

read more
785 Hits

How Index Funds Trim your Tax Bill

How Index Funds Trim your Tax Bill

Here’s a plus for passive investingover active: lower taxes.

...
read more
1102 Hits

TWM Video for your college Graduates


672 Hits

5 Time-Tested Tactics to save for Retirement

5 Time-Tested Tactics to save for Retirement
By the Editors of Kiplinger's Personal Finance

Follow our stategies to achieve financial Security, then reap the rewards.
 

...
read more
823 Hits

About Us

CLIENT PORTAL

401K PLANS

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Parking Instructions

Social Media: