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
Get To Know Your Money - Six Reasons Businesses Need Buy-Sell Agreements
Get To Know Your Money - 5 Financial Resolutions to Make This Year (And Actually Stick To)
Get To Know Your Money - Don't Bet It All On One Team: The Dangers Of Overconcentration
Get To Know Your Money: 10 Steps to Launch Your Own Business
Get To Know Your Money - Don't Get Taxed By Surprise: Year-Round Tax Planning Tips
Get To Know Your Money: How To Become A 401k Millionaire
Get To Know Your Money: 5 Tips If You Win The Lottery!
Get To Know Your Money: Should You Pull Your Money Out Of The Bank?
Get To Know Your Money: Siri vs. Alexa vs. Chat GPT vs. Human Advice
Get To Know Your Money: The 12 Step Financial Planning Program
Get To Know Your Money: I QUIT! What Do I Do with My 401(k)?
Get To Know Your Money: Risk & Your Portfolio - Reassess In The Good Times
Get To Know Your Money: Renters Insurance
Get To Know Your Money: Credit Scores
Get To Know Your Money: Diversification
Get To Know Your Money: Good vs Bad Debt
Get To Know Your Money: Capital Gains
Get To Know Your Money: Wash Sale Rule
Get To Know Your Money: Retirement Plans For Your Side Hustle
Get To Know Your Money: Should You Buy A Boat?
Get To Know Your Money: Life Insurance
Get To Know Your Money: Estate Planning
Get To Know Your Money: Robo vs. Personal Advisors
Get To Know Your Money: Hiring A Financial Advisor
Get To Know Your Money: IRA vs. Roth IRA
Get To Know Your Money: Employee Dislocation
Get To Know Your Money: HSA vs. FSA
How Well Do You Know Your Money - College Planning?
How Well Do You Know Your Money - Social Security?
How Well Do You Know Your Money - Estate Planning?
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.