How often do you discuss your family wealth and inheritance?
If you’re like most, it’s probably not a topic of conversation.1
This could be due to its sensitive
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Crafting an Estate Plan isn’t just a task; it is an art. Imagine investing your precious time in designing a plan meant to shield your loved ones, only to
Without A Successful Retirement Strategy, You Can Find Yourself in Real Dire Straits
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Preparing a retirement strategy requires taking a careful look at your current finances and lifestyle, potential future and anticipatory needs, and a realistic
Let us take a quick look at the factors that are influencing markets right now.
1. The bull market narrative has shifted
For months, investors have been told a
Are you really being honest with yourself when it comes to money and your relationship with it? It is time to take a hard look at the money lies you may be
BY JIM MONIZ MSFS & KATE LEONARD PSY.D., NORTHEAST WEALTH MANAGEMENT
How will the 2024 election affect the stock market?
This is a question that many investors
RETIRING AT AGE 62 with one million dollars in a Roth IRA and expected Social Security benefits of $2,250 per month may seem like a viable option, but it comes
Adding the Family Love Letter Makes it Personal
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Persistent inflation and high interest rates in 2023 have driven up costs and negatively affected charities. Donors are pulling back on contributions. As a
For many, Social Security is the biggest source of government-guaranteed, inflation-adjusted, lifetime income you’ll have in retirement, but much of the
“The difference between death and taxes is death doesn’t get worse every time Congress meet.”
-Will Rogers
You could be sitting on nuggets of tax “gold” you can
Where is your Ideal Retirement Location?
- What if you could blink and suddenly be living the retirement of your dreams?
- What would that look like?
- Are you relaxing
A million dollars used to be the ultimate target for retirement portfolios. Retiring as a millionaire brought status and confidence that you could live
Discover 3 Commonly Overlooked Opportunities…Before Congress Takes Them Away
You’ve been doing everything right when it comes to retirement savings. As soon as
The other day, we made a quick trip to the supermarket. We needed—among other things—half and half for my morning coffee. I was amazed that the price had been
By Jim Moniz, MSFS and Dr. Kate Leonard, Psy. D.
The other day, we made a quick trip to the supermarket. We needed—among other things—half and half for my
Northeast Wealth Management is a household name in the financial services space, known for its expertise in meeting the financial planning and investment needs
SOCO Magazine New England
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August 2010
On the same par with profitability and growth, a primary goal of most company owners is to create a business culture that fosters achievement by key
BRAINTREE, Mass. – As many businesses face 2009 and a weakened economy business plans are shifting and many businesses have moved into survival mode. James E.
Making Incentive Programs More Cost-Effective
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Braintree CEO says compensation should be tied to company goals
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Last month, we began a series on the four phases of succession planning for family-owned businesses. We explored the initiation phase – that period when it
When it comes to business succession, the creation of an Advisory Board is a strategy that can produce many benefits for a family business engaged in
This article examines the development of a comprehensive executive compensation plan, highlighting the steps necessary to best ensure a successful “ownership
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October Benefits Installment by Jim Moniz:
When Jack Welsh left GE, he received – and by the way continues to enjoy – a retirement benefit valued at about $
Special September Benefits Installment by Jim Moniz
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It’s a childhood memory that most of us share…the loud bark of the snarling neighborhood dog that
August Benefits Installment by Jim Moniz
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Vision, potential, communication and motivation – are the key elements to an effective company’s incentive
June Benefits Installment by Jim Moniz
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One of the key characteristics of companies that move ahead while others are falling behind is the ability to
July Benefits Installment by Jim Moniz
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A performance based incentive plan is one element of compensation that most companies recognize as vital to the
As you may remember, back in January we announced (rather prematurely) that we were considering running monthly Benefits Installments to broaden the scope of
As part of our series of articles by exceptional HR professionals, today we present article by a new guest author, Jim Moniz.
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With the year 2008 gone
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