Boston Light Financial

Boston Light Financial Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
05/28/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

One of our founder's Sheryl Wein spent part of last week at the Forbes Shook Top Women Advisors Summit. She enjoyed meet...
05/25/2026

One of our founder's Sheryl Wein spent part of last week at the Forbes Shook Top Women Advisors Summit. She enjoyed meeting other leading women in the industry, to learn and share ideas in Palm Beach. Sheryl was honored to again be recognized as one of the Best-In-State Women Advisors. She returned refreshed and inspired to share some new ideas with our team and clients at Boston Light Financial.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
05/21/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
05/14/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Working in Retirement: New trend or same old story?
05/07/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
04/30/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
04/23/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
04/16/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

What does Boston Light run on? Caffeine and friendly advisors ☕Huge thanks to for helping us host an open house and kic...
04/10/2026

What does Boston Light run on? Caffeine and friendly advisors ☕

Huge thanks to for helping us host an open house and kickstart our neighbors’ day the right way!

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
04/09/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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