Peabody Wealth Advisors

08/28/2026

Back-to-school season is a reset point 📚

New schedules. New expectations. New opportunities to build strong habits, one day at a time.

If you’re a student, parent, or educator: keep it simple, stay consistent, and focus on what you can control. Small wins add up.

Wishing you a steady start and a successful year ahead ✏️

08/18/2026

🍎Back-to-school expenses look very different depending on your child's age, but one thing remains the same: planning ahead helps reduce financial stress.

💻For parents of younger children, now may be a good time to revisit college savings goals. For parents sending a student to college, consider discussing budgeting, credit, and financial responsibility before the semester begins.

Financial education is one of the most valuable lessons we can pass on to the next generation.

08/11/2026

Fantastic energetic and fun presentation from Jesse Cole owner of the Savannah Bananas Bananas. His messages about providing exceptional client experiences, thinking differently than others and obsessively focusing on your clients. Thanks Jesse!

08/11/2026

🍎 One day you're packing lunchboxes. The next, you're helping your child move into a college dorm.

As your child begins a new chapter, you may be entering one, too.

For many parents, the transition to an empty nest is a natural time to revisit:

✅ Retirement goals
✅ Estate planning documents
✅ Charitable giving intentions
✅ Family legacy plans

While your children are building their future, it may be the perfect time to make sure your plans for the next chapter are on track as well.

Have you reviewed your financial and estate plan recently?

08/04/2026

Remote work is changing where and how people live. From digital nomads to Gen X professionals testing retirement destinations and Boomers splitting time between homes, more Americans are embracing a multi-location lifestyle.

Remote work is changing where people live. Explore how Millennials, Gen X, and Boomers are embracing multi-location living and what it means.

07/20/2026

Should I consolidate my old 401(k)s or IRAs?

If you’ve changed jobs over the years, you may have a few old 401(k)s sitting with former employers or IRAs that you haven't looked at in years. Consolidating them may simplify your finances, but it is not always the right move for everyone.

Potential benefits may include:
✅Fewer accounts to track
✅Easier investment management
✅A clearer retirement income picture
✅Simpler beneficiary updates

⚠️However, before making a move, it’s important to compare fees, investment options, tax considerations, and any special plan features you may lose.

A rollover can be helpful, but it should fit into your overall retirement plan.

Have old retirement accounts and not sure what to do with them? We can help you review your options.

*This is for informational purposes only and should not be considered personalized financial advice.

#401(k)

07/14/2026

Many families spend years building wealth, but the most successful wealth transfers are supported by both a thoughtful plan and meaningful communication.

A common challenge we see is that families create detailed estate plans but never discuss them with their heirs. Without those conversations, loved ones may be left trying to interpret decisions and navigate new responsibilities during an already emotional time.

A well-crafted plan provides the roadmap, while open communication helps heirs understand the values, goals, and intentions behind it. Together, they can help preserve not only wealth, but also a family's legacy.

In our latest blog, we discuss why preparing heirs is just as important as preparing the estate.

Learn how to prepare adult children for inheritance through open communication, estate planning, and family wealth transfer conversations that help preserve your legacy.

07/06/2026

Please join us in congratulating Michael Murray, President of Peabody Wealth Advisors, on his appointment to the Northeast Arc Board of Directors.

Mike has a longstanding commitment to community involvement and nonprofit leadership, and this new role is a natural extension of his dedication to helping local families and organizations thrive. In addition to his past service as Chairman of the Peabody Area Chamber of Commerce, Mike has been an active supporter of Northeast Arc through its Investment Committee and the 2054 Society for Planned Giving.

"I've seen firsthand how important strong support systems are for families, especially those with diverse abilities," said Mike. "Northeast Arc plays a critical role in our community, and joining the board is an opportunity to give back in a meaningful way. I'm proud to support their mission and help expand access to the resources families depend on."

We are incredibly proud of Mike and look forward to seeing the positive impact he will make in this leadership role.

The Northeast Arc has elected David Woonton of Boxford as chair of its Board of Directors. In addition, the Board chose four new members: John Bogosian, Lucy McCallum, Mike Murray, and Winnie Swan.

07/02/2026

As we approach 250 years as a nation, it’s a milestone well worth celebrating. 🎆

A reminder that meaningful progress tends to unfold gradually, over time, across generations, and often with a bit of trial and error along the way.

However you’re celebrating, we hope the day includes some well-deserved time with family, friends, and good company. 🌭

*Please note our office will be closing at noon on Thursday, July 2, and will remain closed through Friday, July 3. We’ll resume normal hours on Monday.

06/28/2026

We spend so much time planning for “someday.”

Days like this are a good reminder… it doesn’t have to be all someday.

Part of a good financial plan is making sure you can enjoy moments like this now, too. 🌴 🏖️