Joseph P. Shadduck, Financial Planner

04/10/2025

01/26/2025

10/07/2023

12/08/2022

It was a great night to catch up with some friends at the Quincy Chamber of Commerce Holiday Party!

09/07/2022

Estate planning can be tricky and very personal. See these five pitfalls and directions to consider for smarter, smoother designations of trusteeship, powers-of-attorney, health-care proxies, and executors: https://bit.ly/3QpyclH

The decisions on who would be best to carry out your wishes aren’t always clear-cut, and it’s easy to make a mistake. So before you name the agents for your estate planning documents, take these five tips into consideration.

05/04/2022

Is the economy shrinking? When you look at the core of the economy, the momentum in several areas shows that the risk of a recession remains low for this year, according to Commonwealth CIO Brad McMillan:

The economy shrank last quarter, so does this mean the recovery is over? Commonwealth CIO Brad McMillan says not so fast.

02/14/2022

As the new year arrives, did you know that 401(k) limits have increased? Read more about this savings change so you can prepare plan participants:

New Legislative Changes To Retirement Investments. As of early November, the IRS announced a number of new legislative changes to retirement accounts that take effect this year, much of which can be attributed to the country's record-high inflation.

09/14/2021

As more employees quit their jobs, they may leave behind their retirement accounts as well. Here’s how you can reduce the number of forgotten 401(k)s:

If you’re a participant in the American labor market, then you’ve likely heard that we’re in the midst of “The Great Resignation.” According…

08/24/2021

Retirement balances continue to climb, with Fidelity Investments reporting that average balances have reached a record level for a third consecutive quarter:

Fidelity Investments’ quarterly analysis of more than 30 million IRA, 401(k), and 403(b) retirement accounts finds that average retirement account balances increased to record levels for the third consecutive quarter, with long-term retirement savers seeing significant gains.

08/09/2021

In July, the U.S. economy stayed strong despite bad medical news. Commonwealth CIO Brad McMillan weighs expectations for August.

07/28/2021

It’s crucial to keep your social security number safe, but where do you start? Learn how to prevent scammers from accessing this sensitive information:

Here's how to prevent scammers from accessing your Social Security number.