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Insights - Family
Keep Your Homeowners Insurance Up to Date

Keep Your Homeowners Insurance Up to Date

By Ayaz Mahmud • April 30, 2024
Nearly all insurance companies require that your policy be issued for at least 80% of the replacement cost of your home.
Open Enrollment Ends on January 23

Massachusetts Health Connector – Open Enrollment Ends on January 23

By Ayaz Mahmud • January 16, 2024
Open enrollment ends on January 23; income limits for eligibility for a health insurance credit are up to $72,900 for a single person and $98,600 for a couple.
Securing Their Future – Investing for Kids

Securing Their Future – Investing for Kids

By Anne Christopulos • July 25, 2023
There are specific financial products for planning and investing when there are children in our lives which may continue as we plan our legacy.
The Top 529 Education Savings Plans of 2021Parents, as you begin the process to plans and save for c

The Top 529 Education Savings Plans of 2021

By Ayaz Mahmud • February 9, 2022
Parents, as you begin the process to plans and save for college expenses, you may find this article on The Top 529 Education Savings Plans of 2021 a helpful resource.
7 Common Estate Planning Mistakes

7 Common Estate Planning Mistakes

By Anne Christopulos • January 24, 2022
Estate planning is more than having a will or trust, a power of attorney and a medical directive, which most of us do with the guidance of an attorney.
The Impact of Divorce on Retirement Planning

The Impact of Divorce on Retirement Planning

By Anne Christopulos • November 4, 2021
Planning for a comfortable retirement is a long term challenge. A divorce can make it even more challenging.
Using a Charitable Remainder Trust to Leave Your IRA to Your Children...And To Charity

Using a Charitable Remainder Trust to Leave Your IRA to Your Children…And To Charity

By Anne Christopulos • July 26, 2021
IRA accounts, which for many of us started as annual $2,000 contributions in the early 1980s, have grown to be major factors within the estate planning process.
Investing for a Child: UGMA/UTMA Accounts vs. 529 Plans

Investing for a Child: UGMA/UTMA Accounts vs. 529 Plans

By Anne Christopulos • March 16, 2021
UGMA (Uniform Gifts to Minors Act) and UTMA (Uniform Transfers to Minors Act) accounts allow the transfer of financial assets to a minor without establishing a trust. 529 plans are education savings plans with tax and financial aid benefits that are sponsored by individual states and the District of Columbia.
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