Brian reviews what’s in the Stimulus package and how the markets might react. Chris reviews AMR’s Complimentary Portfolio Review – learn more at . Scott explains AMR’s 360 Financial Planning process – understanding your full…
Mike provides some year-end tax planning tips, including: Max out your retirement plan contributions IRA RMDs are not required this year IRS is allowing a $300 charitable gift deduction for standard filings If self-employed…
Chris and Brian talk about things to consider when purchasing individual stocks, including the company’s: market capitalization income statement gross margin operating margin earnings per share expected profit Stocks shoul…
What is a stock buyback? Brian, AMR’s CIO, explains how companies direct excess cashflow to capital reinvestment, shareholder dividends, and/or stock buybacks. The AMR team discusses their holiday plans and tips for managing…
70% of charitable giving occurs in November and December. Chris and F. Keats Boyd, President of Boyd and Boyd, P.C., discuss three smart ways to give this year: RMDs, Cash, and Appreciated Assets. They also talk about the di…
Kristen O’Malley, President and CEO, of The Cape Cod Foundation, announced a Strategic Emergency Response Fund challenge campaign to help Cape Cod families who are struggling with food insecurity, and need fuel and medical a…
The AMR team reviews takeaways from the SECURE Act and the CARES Act, and year-end financial planning priorities to consider: maximizing retirement plan contributions, tax harvesting, Roth conversions, charitable giving, Bid…
Susan Huettner, Esq., specializing in family law, shares how the MA courts are currently handling family cases. She is seeing an uptick in divorce cases, with more being settled through mediation and pre-court agreements. Sc…
Chris and Brian talk about Covid-19 vaccinations and Biden’s appointment of Janet Yellen as Treasury Secretary. Douglas MacDonald, President, Murray & MacDonald Insurance provides great advice on earthquake and wind insuranc…
Is your 401(k) working as hard as you do? Chris and Scott talk about things to consider. AMR is offering a complementary 401(k) review. Learn more at Mark Skala President of Cape and Islands United Way talks about the need …
Chris welcomes Skip Schweiss, President-elect of the Financial Planning Association (FPA). Skip shares a few initial thoughts on what a Biden administration might mean for investors. He indicates that a “split federal govern…
Chris welcomes Bob Vandy, President of Advisors Insurance Brokers. They discuss factors to consider when choosing between traditional #long-termcareinsurance, hybrid policies, or hybrid annuities for long-term care. Tammy Le…
Brian reviews recent drivers behind the market, including a split Congress, selection of a U.S. president, relations with China, and momentum with a coronavirus vaccine. He also reviews how certain sectors are affected as we…
On this Veterans Day, Chris welcomes Bill Blaisdell and Joe Taylor from the Cape & Islands Veterans Outreach Center to share the great work that they do to help veterans. Anthony Encarnacion, a highly decorated combat vetera…
Chris and Brian discuss the initial market reaction to the elections and the drivers behind it. They also talk about key indicators that measure an economic rebound – GDP, unemployment, new mortgage applications, credit card…
Interested in how your retirement savings stacks up? Mike talks how important it is to pay yourself first. Scott & Cathi discuss how biological age factors into financial planning. Brian reviews how Trump and Biden compare o…
Chris welcomes Annalee Kruger, Founder and President of Care Right. Annalee is a geriatric family consultant and discusses challenges that seniors face and how having an aging plan can help. Karen Gardner, Executive Director…
Chris welcomes Cyndy Jones (Founder), Nicole Spencer (Executive Director), and Kristen Boyd (Board Member) from Heroes in Transition to talk about the great work that they do to help veterans. They will be holding their 11th…
Chris welcomes Amy Barao Kullar, Esquire, from Patricia Mello & Associates, LLC to talk about Medicaid planning. Medicaid (known as MA Health in Massachusetts) has requirements that must be met before coverage eligibility. C…
Brian talks about the market in two acts – one of uncertainty over the next few months, and the other providing more stability after the elections and the Covid-19 vaccine trials progress. Chris welcomes Bob Tranchell from T…
AMR continues the long-term care discussion. Joy Tower, Regional Director, and Mary Ellen Greenfield, Culinary Director, of Maplewood join to talk about their senior living residences. Scott and Chris attended the national F…
Insurance is a key tool to mitigate risk. Chris and Robert Vandy, President of Advisors Insurance Brokers, talk about how long-term care insurance works, why it is needed, costs to consider, and policy features – for both tr…
Joanna Lovely, Executive Director of Mill Hill senior residence, tells about their assisted living and cognitive care facilities. Mike and Marcia Perna share a personal story about how to fund long-term care. AMR talks about…
