Joseph P Davies, Private Wealth Advisor with Baystate Financial

01/02/2025

On average, Americans spent about $4,000 on health insurance, which makes up the lion’s share of healthcare spending. The amount consumers reported spending on health insurance in 2023 was up nearly 20% from five years earlier and has nearly doubled from a decade ago. The Wall Street Journal looke...

04/27/2024

For many taxpayers, the end of tax filing season means it’s time to receive a big tax refund check.

03/18/2024

Forbes 2024 tax guide provides tips on tax filing, tax rates, tax deadlines and extensions, crypto taxes, the child tax credit, tax refunds and more.

02/18/2024

A change in someone’s financial situation can upend relationships. The best advice: Talk about it.

01/14/2024

As U.S. companies earn more from overseas, the greenback’s performance has an outsize impact on quarterly results—and often the stock market’s direction.

10/11/2023

It's a common scenario: accomplished leaders feeling disconnected from their authentic selves.

09/25/2023

As the Internal Revenue Service (IRS) moves toward new rules surrounding catch-up contributions for certain retirement plans, you may need to make some changes to contributions during the newly announced transition period if the rules apply to you.

07/25/2023

Positivity offers a transformative approach to entrepreneurship, guiding individuals on a path to wealth and success.

07/12/2023

Here are a few valuable lessons all entrepreneurs can apply as they build (and eventually exit) their startups.

07/05/2023

There's a lot of great advice out there, but how do you know if it's great for you?

06/13/2023

01/05/2023

The good news about New Year's resolutions is that you get a fresh crack at them each year. Here are some financial moves that you should resolve to make in the year to come.