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
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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?
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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.