Build Your Wealth: Personal Finance & Investing Insights

403(b) Plans Financial planning for physicians IRA Rollover Job Transition Updated for 2022

What Should You Do With Your Old 403(b)? Here Are Four Options.

Updated for 2022. For doctors and medical professionals, switching hospitals often means starting a new 403(b) retirement plan. Before leaving, consider your options for the old plan. In most instances, it makes sense to roll the old 403(b) plan into an IRA account. However, it is important to know what…

Kristin McKennaOctober 14, 2015

Asset Management Financial tips for young professionals Investing Prioritizing financial goals Starting to invest

When Should I Start Investing?

Young professionals in their twenties and thirties often ask, when should I start investing? It can be difficult to determine when you're financially stable enough or how much money you need to get started. Although these answers will differ for everyone, it is generally wise to start developing an investment…

Kristin McKennaSeptember 16, 2015

Employee benefits Financial tips for young professionals Job Transition

Looking Beyond Salary – How to Evaluate A Job Offer

If you’re lucky enough to be comparing job offers, it’s easy to just focus on the salary. After all, for most people this is the largest and most important part of their compensation. However, to truly evaluate a job offer and whether it is the right fit, you need to…

Kristin McKennaSeptember 2, 2015

Asset Management Investing Managing Risk Rebalancing Roth IRA

Why Do You Need To Rebalance Your IRA?

Why do you need to rebalance your IRA? Setting up an asset allocation for your traditional or Roth IRA is important to diversify your investments to meet your long terms goals and manage risk. Asset allocation is the composition of your portfolio - the percentage of your investments that will…

Kristin McKennaAugust 19, 2015

Financial Planning Financial tips for first time homebuyers Real Estate

The Return of Interest-Only Mortgages

An interest-only home loan is an alternative to a traditional mortgage. Interest-only mortgages provide homeowners and investors with the opportunity to own property with lower monthly payments. While fixed-rate, or amortizing, mortgages offer fixed monthly payments of the principal plus interest, over a period of 10 to 30 years, interest-only…

Kristin McKennaAugust 18, 2015

ISOs NQSOs RSUs Stock options Updated for 2022

What Happens to Stock Options After a Company is Acquired?

What happens to stock when a company is bought out or acquired? If you have stock options, RSUs, or another type of equity compensation, you'll want to know what could happen when a company is bought. What happens to stock options or restricted stock units after a merger or a…

Kristin McKennaAugust 12, 2015

Estate Planning Trusts

5 Benefits of Setting up a Trust

What are the benefits of setting up a trust? Updated for 2020. As your wealth builds, you’re likely weighing the decision about whether to set up a trust. While trusts have the reputation of only being used for vast fortunes, they can be a very useful estate planning tool even…

Kristin McKennaJuly 22, 2015

Wealth Management Insights

What Should You Do With Your Old 403(b)? Here Are Four Options.

When Should I Start Investing?

Looking Beyond Salary – How to Evaluate A Job Offer

Why Do You Need To Rebalance Your IRA?

The Return of Interest-Only Mortgages

What Happens to Stock Options After a Company is Acquired?

5 Benefits of Setting up a Trust

Popular Posts

― Needham Office ―
200 Reservoir Street, Suite 303
Needham, MA 02494
(978) 369-5144

― Boston Office ―
22 Boston Wharf Road, 7th Floor
Boston, MA 02210
(617) 330-5090

Wealth Management Insights

What Should You Do With Your Old 403(b)? Here Are Four Options.

When Should I Start Investing?

Looking Beyond Salary – How to Evaluate A Job Offer

Why Do You Need To Rebalance Your IRA?

The Return of Interest-Only Mortgages

What Happens to Stock Options After a Company is Acquired?

5 Benefits of Setting up a Trust

Popular Posts

― Needham Office ― 200 Reservoir Street, Suite 303 Needham, MA 02494 (978) 369-5144

― Boston Office ― 22 Boston Wharf Road, 7th Floor Boston, MA 02210 (617) 330-5090

― Needham Office ―
200 Reservoir Street, Suite 303
Needham, MA 02494
(978) 369-5144

― Boston Office ―
22 Boston Wharf Road, 7th Floor
Boston, MA 02210
(617) 330-5090