Ebersole Financial LLC

Ebersole Financial LLC Ebersole Financial LLC is a Massachusetts registered investment advisor.

We provide investment management and financial planning services to individual, families and small institutions. We help widows, divorcees and executives reduce the stress of managing their finances by building customized investment and financial plans.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/22/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Being suddenly single can feel like the ground shifted underneath you. Whether it happened through the loss of a spouse,...
05/21/2026

Being suddenly single can feel like the ground shifted underneath you. Whether it happened through the loss of a spouse, divorce, or an unexpected life change, you may be carrying two heavy realities at once: the personal grief of...

"All that I am or hope ever to be, I get from my Mother." - Abraham Lincoln
05/08/2026

"All that I am or hope ever to be, I get from my Mother." - Abraham Lincoln

Proper planning, in advance, is a must.
04/24/2026

Proper planning, in advance, is a must.

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, whic...
04/23/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

A recent study suggests that maintaining a healthy diet may contribute to keeping your brain younger and potentially slo...
04/22/2026

A recent study suggests that maintaining a healthy diet may contribute to keeping your brain younger and potentially slowing cognitive aging. 🍎🥦

The research highlights the benefits of nutritious eating habits on brain health, emphasizing the importance of diet in supporting mental wellness and longevity. As we explore ways to promote healthy aging, understanding the role of nutrition in cognitive function becomes increasingly significant.

Incorporating more fruits, vegetables, and whole grains into your diet could be a key factor in preserving brain health as you age.

Source:

A new study that tracked brain changes in more than 1,600 adults over 12 years found that eating may help keep the brain younger.

Major League Baseball is set to introduce a new technology-assisted system for calling balls and strikes.Beginning in 20...
04/21/2026

Major League Baseball is set to introduce a new technology-assisted system for calling balls and strikes.

Beginning in 2026, games will include an Automated Ball/Strike System (ABS) that allows teams to challenge certain home plate umpire calls. Rather than replacing umpires entirely, the system works alongside them.

Each team will have a limited number of challenges per game. If a call is challenged, tracking technology quickly reviews the pitch and displays the result, helping confirm whether it crossed the strike zone.

The system relies on camera-based tracking to evaluate each pitch against a defined strike zone calibrated to each player’s height.

After several years of testing in the minor leagues and spring training, this approach aims to balance tradition with technology — keeping the human element while adding a layer of consistency to close calls.


Source:

Robot umpires are coming to the big leagues in 2026

💖 February 14 is Valentine's Day! 🎉 Valentine’s Day is a time to celebrate with someone special, think back on good time...
02/14/2026

💖 February 14 is Valentine's Day! 🎉 Valentine’s Day is a time to celebrate with someone special, think back on good times, and look towards the future. Here’s to a wonderful, loving Valentine’s Day for everyone! 🌹❤️

🚀 Big News for Your 2026 Retirement Plans! 🚀The IRS announced new contribution limits for 2026 in November, and there's ...
01/20/2026

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.



Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

Presidents’ Day! Originally a holiday celebrating the birth of George Washington, the first President of the United Stat...
01/19/2026

Presidents’ Day! Originally a holiday celebrating the birth of George Washington, the first President of the United States, it has since become a holiday to mark all those who have served in the nation’s highest office. How will you spend the holiday weekend? A quick excursion with family or loved ones? A quiet break at home? However you are marking the holiday, here’s hoping you enjoy your Presidents’ Day!

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10 Laurel Avenue, 2nd Floor
Wellesley, MA
02481

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