As part of our promise to educate and to remain active in our communities, we offer financial planning tips, free webinars, and quick quizzes. Click below to view.
Financial Planning Tips
Get To Know Your Money: Capital Gains Tax
What is Capital Gains Tax and will President Biden's proposed changes affect you?
Get To Know Your Money: Life Insurance
Learn what risk is and how you can transfer yours.
Get To Know Your Money: Estate Planning
What do Prince, Pablo Picasso, and Abraham Lincoln all have in common? Watch to find out!
Get To Know Your Money: Robo vs Personal Advisors
Will digital advice be enough or do you need a human?
Get To Know Your Money: Hiring An Advisor
Five Tips For Hiring A Financial Advisor
Get To Know Your Money: IRA vs. Roth IRA
Find out the difference between a Traditional IRA, and a Roth IRA, and what a Roth Conversion is.
Get To Know Your Money: Employee Dislocation
Tis the season for layoffs. Here's what you should do if you lose your job.
Get To Know Your Money: HSA vs. FSA
With open enrollment here, we break down the differences between the HSA and FSA health insurance options.
Webinars
Investing 101
Brad joins the MA State Treasurer's Office of Economic Empowerment to break down some basic investing concepts, cover relevant topics like cryptocurrency, and answer audience questions.
CARES Act & Your Retirement
Brad lead a discussion on the recently passed CARES Act, and how your retirement may be affected during the COVID-19 pandemic, for the MA State Treasurer's Office of Economic Empowerment.
How Well Do You Know Your Money?
College Planning
Brad hits the streets for the FPA-MA to find out what people know about College Planning.
Social Security
Brad hits the streets for the FPA-MA to find out what people know about Social Security.
Estate Planning
Brad hits the streets for the FPA-MA to find out what people know about estate planning.
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