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
Good vs Bad Debt
Learn when it’s ok to leverage other people’s money to buy things.
Capital Gains Tax
What is Capital Gains Tax and will President Biden’s proposed changes affect you?
Learn what risk is and how you can transfer yours..
What do Prince, Pablo Picasso, and Abraham Lincoln all have in common? Watch to find out!
Robo vs Personal Advisors
Will digital advice be enough or do you need a human?
Hiring An Advisor
Five Tips For Hiring A Financial Advisor.
IRA vs Roth IRA
Find out the difference between a Traditional IRA, and a Roth IRA, and what a Roth Conversion is.
Tis the season for layoffs. Here’s what you should do if you lose your job.
HSA vs FSA
With open enrollment here, we break down the differences between the HSA and FSA health insurance options.
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
Brad hits the streets for the FPA-MA to find out what people know about College Planning.
Brad hits the streets for the FPA-MA to find out what people know about Social Security.
Brad hits the streets for the FPA-MA to find out what people know about estate planning.