Money Moves &
Bottom Lines

  • NAPFA slide
  • CFP, CERTIFIED FINANCIAL PLANNER, Fee Only Planner, Low Cost Investing, Free Consult, Boston MA, Massachusetts Financial Planner, Financial Planner in Wilmington, Amesbury, Lawrence, Andover, investments, Investment Advice
  • Financial Starter Road Map in Boston, Newburyport Financial Plan, Andover Financial Planner
  • Certified Financial Adviser, Steve Stanganelli, Five Star Rated Adviser in Boston, Paladin 5 Star Financial Adviser in Boston
  • Social security retirement planning, Social Security Planning, Social Security Timing Strategies for Boston Retirees
  • college financial planning advice and guidance, Saving for college in Boston, Paying Less for College in Boston, Certified College Planner in Boston Massachusetts
  • Boston Divorce Financial Planner, Boston Divorce Financial Planning, Divorce Analyst, Taxes and Divorce, Divorce Financial Planning in Boston, CFP Divorce Planner in Massachusetts, divorce financial advice and planning, Divorce Shield Plan
  • Free Retirement Report and Planning, Boston Retirement Planner
  • Serving the Financial Planning, Tax & Investment Needs of Medical Doctors, Dentists and Allied Health Professionals
  • Fee Only Financial Planning and Tax Planning and Investment Advice for College Funding or Tax Planning or Divorce or Retirement in Boston Massachusetts, Boston Financial Planners, Boston Financial Advisers, North Shore Financial Planners, Merrimack Valley Financial Planners, Newburyport Financial Planners, Boston Certified Financial Planner, Andover Certified Financial Planner, Wilmington Certified Financial Planner
  • Improve Fiscal Health

Financial Planning Services for Businesses

Newsletter Roundup: Choose Your Own News …


Avoid Common Tax Filing Mistakes

Common 1040 Mistakes to Avoid You may be in a rush to get your tax returns filed but take some extra time to avoid common tax filing mistakes that I see all the time.  These slip-ups often creep into federal and state tax returns. No one

Deep Water Oil Exploration with Haliburton

Good Time to Buy Haliburton Stock?

  Working with people's investments ultimately leads to questions like this: Is it a good time to buy Haliburton stock or oil stock or whatever?  As I tell clients, I'm a 'planner' not a 'prophet' but if you plan well you'll probably make a


Retirement Planning for the Long Haul

  Imagine a forty-year retirement.  That's a lot of golf and travel and the 'honey do' list at home may actually get finished by then.  But really, what would you do if this happens to you? Your retirement planning needs to begin now. Your

crystal ball index

December 8 Weekly Economic Update from Steve Stanganelli

December 8, 2014 Here is your December 8 weekly economic update from Steve Stanganelli, CFP®, fee-only financial advisor serving Greater Boston to the Merrimack Valley.  We enter the beginning of the month with continued good economic news:

Weekly Economic Update from Steve Stanganelli

Here is your new weekly economic update from Steve Stanganelli, CFP®, fee-only financial advisor serving Greater Boston to the Merrimack Valley.   Inflation remains tame and there's little I see ahead that could change that view. The economy

Black Friday Kicks Off Holiday Spending

Keeping Holiday Spending Under Control

Black Friday kicks off the holiday buying season.  Keeping holiday spending under control begins with a plan.  How you plan will make a big difference in your personal bottom line now and as you start the New Year. You’ve seen the footage on

BrightScope Advisor

Paying Taxes on Inherited Money

I recently received a question from someone asking about paying taxes on inherited money.  This is not an uncommon question for our Ask the Advisor program.  When someone passes away, talking about money may seem insensitive but unless you understand

Wrap Account Fee Graph

Are 134 Fees Better Than Commissions

I came across a very compelling and thoughtful post from a thought leader in the insurance arena I respect. In a recent post, the author, Brantley Whitely, asks are 134 fees better than commissions? I think that the gist of his comment is that a

Self-Defense Moves for You and Your Money

Financial Self-Defense Moves

Financial fraud and identity theft can be emotionally and financially devastating.  It's worse when it happens at the hands of a trusted advisor or financial professional. Scammers can be anywhere so you best be prepared to protect yourself.  Use

Market Basket Employee Money Questions: Get More for Your Dollar

Financial Planning Tips for Market Basket Employees

Paychecks will be a lot lighter over the next few weeks as the Market Basket employee protest continues.  Now more than 25,000 employees will be feeling even more wallet pain as their hours get reduced and quarterly bonuses shrink.  As a loyal

Member Of…

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Steve Stanganelli of Clear View Wealth Advisors, LLC and the editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered by Clear View Wealth Advisors, LLC., a registered investment advisor in the Commonwealth of Massachusetts and Steve Stanganelli, a fee only CERTIFIED FINANCIAL PLANNER (tm) Professional serving clients throughout the Merrimack Valley, North Shore and Greater Boston and surrounding communities in Massachusetts, including Amesbury, Newburyport, Haverhill, Andover, Wilmington, Woburn, Burlington, Waltham, Ipswich, Topsfield, Medford, Melrose, Malden, Wakefield, Stoneham, Salem, Revere, Lynnfield, Peabody, Marblehead, Danvers, Cambridge, Beverly, Saugus, Somerville, Boston, and in the following counties: Essex County, Suffolk County and Middlesex County. Clear View offers independent financial and tax advice and receives no commissions or referral fees for the sale of insurance, annuities or investment products. Personal financial planning services may include tax planning, college funding, divorce planning, retirement income, Social Security claiming strategies, investment reviews and self-directed IRAs. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Massachusetts. Clear View Wealth Advisors, LLC is registered to provide investment advisory services to residents of Massachusetts or where otherwise legally permitted.