It’s Almost the End of Year. Here’s Your Financial Checklist with 6 Steps to Get Prepared. Sadly, summer is behind us (unless you live below the equator). And with school and after-school activities in full swing and holidays approaching, the last thing you probably want to think about right now is finances. You’d probably rather be hanging out in flip flops as long as you can. But by taking ... Read More
Tax Planning
Rise of Robo Investing
Technology has a way of making life easier and harder at the same time. Take investing, for example. Should you go it alone? Hire an adviser? Or use one of the many new digital investing platforms? Well, the rise of robo investing is here with new ways to handle digital investing. It doesn't have to be an 'either/or' proposition. Forward-thinking investors and advisers can harness technology to ... Read More
Dealing with an Inheritance
Question for Boston Money Coach: Best course for inheritance money? I recently received a significant amount of money from an inheritance and I'm just wondering thoughts on the advantages/disadvantages to using this money towards a rental property vs investing it. I'm in my 40s, married and have two kids at home. Response from Boston Money Coach Steve Stanganelli: Before investing an ... Read More
How to Save on the Cost of College – A Series
Graduation season is behind us. Those beaming faces seated in front of podiums eagerly awaiting their graduation certificate or diploma from middle or high school are now probably lounging by the pool waiting to begin the next phase of their school "career." For parents of middle-schoolers entering high school, the thought of college can be as oppressive as the sweltering summer heat. Not ... Read More
Skip the Allowance and Employ Your Kid
Do you own investment real estate or a business? Have you been considering buying a rental property or starting a business? Have kids going to college in a few years? If you already plan on your kids going to college, it's never too late to start planning effective and efficient ways to increase savings, lower your taxes and improve your odds for receiving student financial aid. Let's say you ... Read More
