Chris Perry, Financial Planner

04/06/2026

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and help make the most of your money. Let’s discuss how I can help you create a tax-efficient strategy for your income and assets through the end of the year.

04/05/2026

Wishing everyone a Happy Easter!

04/03/2026

Headlines scream panic, but history shows markets have often recovered after downturns. Many investors aim to stay focused on their long-term plans rather than reacting to short-term fear. Let's discuss.

Changing your investments can be a great idea, as long as you’re doing it for the right reasons.

04/01/2026

Retirement isn’t an age, it’s a number. What’s yours? Find your “number” for retiring comfortably and start planning today to reach your retirement goals. Contact me to learn more.

03/30/2026

Let’s work together to help ensure your long-term financial goals are on track. Contact me to schedule a quick review of your budget, savings, and protection plans.

03/26/2026

Last week, markets fell for a fourth straight week as tensions with Iran and higher oil prices drove volatility. Rising energy costs reignited inflation concerns, pushing Treasury yields to multi‑month highs and reinforcing a cautious Fed tone. Read this week’s market perspective to learn more.

11/20/2025

WE ARE HIRING for the Falmouth, Maine Office. Baystate Financial, a large financial services organization with offices throughout New England, is looking for an enthusiastic and talented professional to fill the full-time position of Administrative Assistant in our Falmouth, ME office. Here is the link:

Baystate Financial

05/26/2025

Today we honor the bravery of those who gave the ultimate sacrifice for our freedom.

05/07/2025

To protect your business and grow your asset, focus on minimizing risk, growing value, and prepare to cash out when you're ready. I can help. Let's connect.

05/05/2025

27% of Baby Boomers say that their business succession plan is not funded. Let’s fix that.

05/02/2025

Estate planning tools such as a will, trust, power of attorney, and healthcare proxy might seem complex, but they don’t have to be. Reach out to learn more about the benefits these tools can offer both during your lifetime and beyond.

04/30/2025

Many people don’t realize the true financial impact that losing an income can have on their savings. Let’s make sure you’re protected.

We went on the streets to see how much people really know about disability income insurance. The answers may surprise you.