Bessette Financial

10/06/2026

Prioritizing Retirement Income Needs Over Roth IRA Conversions

Tax expert Ed Slott talks with Christine Benz about when Roth conversions make sense, why the years before RMDs can be especially advantageous, and how to handle the tax bill.

10/02/2026

You deserve a portfolio and strategy that fits your WHOLE life, not just one piece of it. Let us help you integrate some modern strategies into the rest of your financial world.

09/30/2026

The allure is apparent. Annuities offer a way to get a guaranteed stream of income in retirement at a time when relatively few private-sector workers have access to a pension plan.

Learn how these insurance products work before you invest

09/29/2026

A good strategy started with a great foundation.

Utilizing centuries-old techniques with modern financial products, we can help you create a financial plan designed to provide long-term growth and income.

For example, this Flexmethod can offer:
-Same initial commimtment financially
-More flexibility in later years
-Higher initial Death Benefit
-Higher potential growth and income.

Interested in learning more? Contact us today

09/28/2026

If you’re retired and feeling financially pinched, don’t panic. From pet sitting and taking paid surveys to cutting expenses and finding unclaimed assets, there are plenty of ways you can generate extra cash.

Finding unclaimed assets, tapping your home equity and more

09/26/2026

Social Security recipients could see the biggest COLA since 2023...

The official 2027 COLA will be announced on Oct. 14, but some senior citizens' groups are already forecasting the benefits bump retirees can expect.

09/24/2026

An equity contribution to the strategy of just $60,000 at age 45, can create $2M+ of tax-free income from ages 65-85. Yes, that's right!

Healthcare Enhanced Life Planning, 'HELP', can be a game changer.

HELP is a strategy for using the characteristics of cash value life insurance to create a nest egg for potential health care needs.

Set off the cost of aging and potential illness in the unknown ahead. Call us today to see if you qualify for this US LIFE plan.

09/22/2026

Start by determining whether you’re making any of these self-sabotaging money moves. Then, follow the tips to get your retirement savings on track.

Lack of planning, debt and emotional investing decisions can hinder savings

09/21/2026

Here are some great suggestions to consider if you're looking to cut back on daily spending as you reach retirement age:

Retirement is a time to rethink some things, including our spending habits. Consider cutting costs of new clothes, collectibles, pricey gifts and a few other things you might no longer need to buy.

05/02/2026

Some fun history on how the Cape's Marconi station played a part in communicating with the Titanic and signaled for help:

A passenger liner making its way from Southampton, England toward New York has run into some trouble in the North Atlantic. It’s late at night, the details are fuzzy. They’ve hit something, an iceb…