We’re proud to announce that our very own Frederick Boucher has been named to the Forbes Best-in-State Next-Generation Wealth Advisors list for 2019! This list features advisors who provide clients with a high-quality experience and lead the way in the industry. We know Frederick truly enjoys helping his clients achieve their goals, and we’d like to thank our clients for their trust and for the opportunity to continue working together.
Politics aside, a true mark of leadership is when two opponents can meet beyond their differences and discover common ground. This is a great quote from the article:
"In this very dangerous time in our deeply polarized country, where people are increasingly distrustful and even disdainful of those who do not share their political views, Ginsburg’s instinctual determination to respect and engage with people on the “other side” is perhaps her most important lesson for us all."
https://bit.ly/33UTtNZ
USATODAY.COM
Opera, travel, food, law: The unlikely friendship of Ruth Bader Ginsburg and Antonin Scalia
Did you know smiling releases endorphins, AKA happy chemicals in your brain? Smile more! :)
Heading into the fourth quarter, it's a sensitive time for the markets as we navigate a recession, hopes for a COVID-19 vaccine & the presidential election. All things considered, we're feeling optimistic about the economic recovery & overall direction of the markets.
https://cnb.cx/302qgj9
If your asset allocation is operating under the traditional "60/40" model, 60% stocks & 40% bonds, it may be time for a second opinion. Let us help you navigate the "new normal" of the markets - uncertainty!
https://bit.ly/3ctlDUi
KIPLINGER.COM
Does a 40% Bond Allocation Make Sense in Today’s Portfolios? | Kiplinger
Despite the recent correction, the five tech giants -- Apple, Amazon, Microsoft, Google, and Facebook, have largely supported the market recovery since March. Meanwhile, many non-tech sectors have yet to climb back to their prior levels. Let's discuss potential opportunities.
https://bit.ly/33ui8J8
The election and the COVID-19 pandemic combined are creating a sense of unrest and uncertainty. During these challenging times, it's important to take care of our mental and emotional health. Here are 5 ways on how to cope with election anxiety...
SCREENCAST.COM
5 ways to cope
It all begins with having the courage to reflect on where you're standing right now and being able to push through your own obstacles to keep climbing to the top!
FAFSA will be in high demand with a limited supply. The pandemic has thrown a wrench into a lot of families college plans. Act now!
https://cnb.cx/33UhBkZ
CNBC.COM
The FAFSA opens Oct 1—and it's more important than ever to complete it ASAP
This is an amazing opportunity to feed those who are struggling with hunger! Participating in this challenge may also lower your tax bill. For more information click here:
https://bit.ly/3lnC33W
How do you remain ultra productive, and at the same time ultra present? Life's too precious to let the moments pass!
We often take what we have for granted! But it only takes a shift in perspective to make us appreciate what we have.
Life is tough! But the good news is that you have the power to choose your path. Pick wisely!
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
https://cnb.cx/34UpPu0
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year's end.
https://bit.ly/34TFLge
Wishing you all a spooky weekend, stay safe!
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
http://bit.ly/3sWMAr8
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
http://bit.ly/3a2jf64
Do you want to be happy? Start with gratitude. Being thankful for everything in your life, both big and small, is the key to unlocking abundance.
Do you want to be happy? Start with gratitude. Being thankful for everything in your life, both big and small, is the key to unlocking abundance.
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
http://bit.ly/2M7EpqY
