Hofmann Shares Important Insurance Considerations

Hofmann Shares Important Insurance Considerations

In speaking with the many professionals with whom we collaborate on behalf of clients, a common theme during this time of crisis and uncertainty is that of appropriate insurance coverage.  We discussed this with Adam Hofmann of FB Insure and he provided a great video...
Strategies from the SECURE Act and TCDR Act

Strategies from the SECURE Act and TCDR Act

January 10, 2020. By Olga Okaty:  In the final weeks of 2019, two important pieces of legislation – the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) and the Taxpayer Certainty and Disaster Relief Act of 2019 (the TCDR Act) were passed by...
Planning For Veterans and Service Members

Planning For Veterans and Service Members

November 7, 2019. By Anthony Norris: As Veteran’s Day approaches we are reminded to reflect upon and thank those who have so bravely served our country.  With past and present service members in our own firm and families, the holiday carries feelings of pride...
Prof. Alon Friedman PhD. Speaks at Centerpoint

Prof. Alon Friedman PhD. Speaks at Centerpoint

October 21, 2019. By Ashley Agnew: We are so very lucky to have such extraordinary higher education and research facilities domestically, with many right here in the areas in and around Boston.  With so much innovation coming out of our area, especially in healthcare,...
How to Semi-Retire Successfully

How to Semi-Retire Successfully

August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in the United States, and this number is steadily increasing year after year. Average census projections predict that by 2030 this number will increase to around 12,000 people daily, as the boomer...