Roy Yehuda at the Bulfinch Group

10/30/2022

After 3 years with The Bulfinch Group, I am leaving to explore another opportunity. It has been a pleasure working for this wonderful company and I am looking forward to my future endeavor.

10/28/2022

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

10/26/2022

It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?

Imagine your ideal post-pandemic retirement with this animated video.

10/24/2022

When are you taking your benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

10/21/2022

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

10/19/2022

$100 not spent is more like $143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

10/17/2022

Does your business have a succession strategy? Here’s why it matters. Make Your Exit a Process, Not an Event

Using Life Insurance as part of a potential business succession strategy

10/14/2022

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

10/12/2022

Stay-at-home parents may not bring home a paycheck, but their contributions to the household are invaluable. Here’s why life insurance for a stay-at-home spouse’s full lifetime value is so critical.

What’s a stay-at-home parent really worth?

It's important to insure the life of a stay-at-home parent to protect the value they bring to the family.

10/11/2022

Stocks closed lower in Q3 after a hopeful rally followed by renewed caution thanks to the Fed’s latest moves to fight inflation.

Quarterly Market Insights | Q3 2022 U.S. Markets Stocks took investors on a roller coaster ride in the third quarter, with an early summer rally coming to an abrupt end after the Fed pledged to continue fighting inflation. The Dow Jones Industrial Average dropped 6.65 percent during the quarter. The...

10/10/2022

Protecting you or your company from a civil claim may require an coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

10/07/2022

A 401(k) won’t get you out of paying taxes forever. Expect a bill when you take your money out — it might cost more than you think. Paying tax later doesn’t always mean paying less.

401(k) savings are taxed as ordinary income when funds are withdrawn.