Finivi | Financial Advisors

08/08/2026

Financial and investment decisions shape the life you build, protect and pass on. Make them with a partner who knows what's at stake.

07/01/2026

Prediction markets give people a way to trade on future outcomes, and the prices can reflect the crowd’s shifting expectations in real time. This article covers what prediction markets are, how they operate, and why they’ve become more relevant to investors. Markets

Discover what are prediction markets and their significance in modern investment strategies and public sentiment analysis.

06/24/2026

Divorce can reshape your financial future just as much as your personal life. Before making major decisions, it’s important to understand the money mistakes that can have lasting consequences. This article highlights key financial pitfalls to avoid during divorce and how to protect your long-term stability.

Stay financially secure during divorce by learning to avoid divorce financial mistakes. Get the insights you need for success.

06/17/2026

A trust doesn’t always end when someone dies — what happens next depends on how it was written. Here’s what families should know before assets are distributed. Preservation

Discover what happens to a trust after a grantor dies, how beneficiaries receive assets, and the tax and trustee responsibilities involved.

06/10/2026

Your AI assistant sounds confident. That doesn't mean it's right. Sounding smart and being accurate? Not the same thing. And when you can't tell the difference, you're making decisions based on answers that were wrong from the start. Here's what you need to know.

Find out why AI gives wrong answers despite sounding confident. Understand the limitations of large language models in accuracy.

06/08/2026

2026 Medicare IRMAA brackets are here—and a small income change could mean a big jump in your Part B and Part D premiums. See what triggers the surcharge and what planning moves may help you avoid it.

Find out how the 2026 IRMAA brackets could influence your Medicare premiums and discover planning strategies to minimize costs.

06/05/2026

The U.S. produces more oil than ever, so why are gas prices still high? Here’s what most people miss — read this before your next fill-up 👇

Why doesn’t U.S. energy independence lower gas and utility costs? Learn how global oil markets, exports, and geopolitics keep prices high.

06/04/2026

Leaving assets to your children outright feels simple — but it may expose everything you've built to divorce, creditors, and poor decisions. Understanding the difference between outright distributions and trust structures could be the most important estate planning decision you make.

What is the best age for children to inherit? Discover what factors parents should consider for responsible inheritance planning.

04/02/2025

There's still time to contribute to your IRA for the 2024 tax year! The deadline is April 15, 2025. Use this window to potentially boost your retirement savings and lower your taxable income.

Have retirement-related questions? Finivi is here to help!

Give us a call: (508) 870-0440

03/27/2025

Small business owners, are you feeling pressured to keep great people on your team? You’re not alone.

Retaining top talent in today’s job market isn’t just about throwing money at the problem. Employees want purpose, flexibility, and autonomy. For small business owners and management, that means being both creative and intentional.

Thisrticle shares simple, real-world strategies that small businesses can use to build loyalty, boost retention, and create a workplace people don’t want to leave.

Read it here: https://www.finivi.com/retain-top-talent-small-business/

Building a strong, connected team matters! Whether you're running a store in Worcester, leading a startup in Boston, or growing your family business in the MetroWest area, your customers notice when your employees are happy and genuinely enjoy their work.

What's your go-to strategy for retaining great employees? Let's start a conversation. I'd love to hear what’s working in your business.

Learn how to retain top talent in your small business with effective strategies that go beyond typical perks and benefits.