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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Boston Retirement Group, LLC Doug Padden & Patrick Nee, Wealth Advisors

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Boston Retirement Group, LLC Doug Padden & Patrick Nee, Wealth Advisors

We provide a full array of comprehensive personal and business financial services.

Contact us for a complimentary initial consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals.

11/02/2026

October brought a modest market decline, but market breadth was strong.
With seasonally bullish months ahead and signs of extreme pessimism, the stage could be set nicely for a rally. Read this week's market commentary for a closer look at what’s shaping the markets:

The S&P 500 fell 0.6% last week to finish October down 0.9%. Despite last week’s decline, breadth was strong. Underneath the hood, the average stock gained 0.8%, and 349 names in the index had a positive return. Yes, the index was down for October, the fourth down month in the last five …

10/28/2026

Have you heard of the widow’s penalty? When one spouse passes, the surviving spouse could be facing a higher income tax burden when transitioning to the Single filing status. This could also mean higher Medicare premiums.
The widow’s penalty is one of eight planning considerations every pre-retiree should be thinking about. Check out our full list here:

For many people, retirement brings many advantages—more free time, fewer responsibilities, and more time for family and hobbies. Unfortunately, taxes can

10/26/2026

We’ve heard the complaints about lack of breadth in the market—too few stocks are driving recent rallies.
Well, now we have more breadth. But is it a good thing? Get our insights in the latest Market Commentary:

The S&P 500 fell a modest 0.5% last week, its second down week in a row. These pauses for the market to catch its breath are normal. The index is down

10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.
Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters:

With larger traditional IRA account balances and changing tax laws, Roth IRA conversions have emerged as a compelling strategy in retirement planning,

10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.
Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them:

Business succession plans and business exit planning are critical for small business owners. Learn what common exit planning mistakes you should avoid.

10/19/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary:

The S&P 500 fell 1.9% last week (total return). What’s amazing is that 10 of the 11 sectors that make up the S&P 500 outperformed the index. But

10/16/2026

In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan that could cause concern down the road?
We’ve got four advanced strategies that can help cover any potential blind spots—helping to maximize your retirement and make your money last.

Becoming hyper-focused on only one aspect of a project is rarely a good approach. A racecar driver who only focuses on speed and ignores strategy likely

10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.
Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run:

Running a small business involves juggling multiple responsibilities, and managing the business’s finances is one of the most crucial aspects. Proper

10/13/2026

What a ride the past four years have been. With so many seeing a recession ahead in late 2022, we were bullish. And four years later, we still think this bull may have more room to run.
But how will the upcoming midterm elections affect the market? Get our insights in the latest Market Commentary:

The S&P 500 hit a new closing high Tuesday last week, its first new high since August 13. A new high confirms we’re still in a bull market and this

10/09/2026

Retirement can be exciting. But it can also bring a lot of uncertainty.
The good news? Thoughtful planning can help you feel more confident about what comes next.
Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot:

You’re about to approach one of the biggest milestones in your lifetime: retirement. For many retirees, this is a momentous event that gives you much

Address

130 Turner Street Bldg. #3 Suite 620
Boston, MA
02453

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://bostonretirementgroup.com/

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