Mid-Year Financial Check-In: Are You On Track To Reach Your Year-End Goals?
With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.
Upsizing vs. Downsizing in Retirement
This blog discusses the benefits and considerations of both upsizing and downsizing in retirement.
What Documents Should I Keep vs Shred?
So. Many. Papers. What documents should you keep and for how long? Find out what to save and what to shred in this informative blog!
Is it Time to Re-Build or Refresh Your Firm's Online Brand?
Are you an attorney or service professional that is looking to build or refine your company's brand but not sure where to start? Recently, Peabody Wealth Advisors Mike Murray spoke with Michele Correnti, founder and owner of Correnti Marketing to learn more about how her company helps attorneys and service professionals create a brand identity for today's modern marketing needs.
529 vs. Other Educational Savings Programs
This blog will discuss education savings programs, including 529 plans and other options.
What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.