Author: Bob Sherr
Is Term or Permanent Life Insurance Better for You?
If you’ve ever researched life insurance, you’ve probably encountered conflicting opinions. One source says term insurance is the only coverage you’ll ever need. Another says...
How Can You Align Wealth With Purpose Through Giving?
There’s a big difference between giving when something comes up and having a clear plan behind it. When charitable decisions are made on the fly,...
How Do You Build a Family Legacy That Lasts?
Building a lasting legacy is more than just transferring assets to future generations. It’s about passing along clarity, shared expectations, and a sense of responsibility...
2026 Estate Tax Changes for Massachusetts Families
For families across Massachusetts, 2026 is shaping up to be an important year for estate planning. Federal estate tax limits are scheduled to change due...
What is Tax-Loss Harvesting and Will It Work for Me?
Tax planning is a year-round process, not just something to be considered before the April deadline. Tax-loss harvesting is not a silver bullet but a...
Staying Disciplined Through Market Ups and Downs
When investing your life savings, emotions can be costly when they cause you to make the wrong financial decisions. Market swings, sensational headlines, and friends’...
Stay Calm & Invest On: How to Thrive in Volatile Markets
Market volatility is nothing new, but that doesn’t make coping easier. In fact, the current financial headlines can trigger stress, especially when retirement plans are...
Equity Compensation Guide for Boston Executives
If you’re a high-income professional in or around Boston, executive compensation can be both a wealth-building opportunity and a puzzling tax consequence. Whether you’re receiving...
Retirement Giving Strategies: QCDs, CRTs, and CLTs Explained
If you’ve been a diligent saver throughout your career and have accumulated substantial assets for your retirement, you are to be congratulated! A job well...
Danvers Estate Planning: Safeguard Your Wealth for Your Heirs
Estate planning in Danvers, MA, isn’t just for the super-wealthy; it’s crucial for anyone who wants to control what happens to their assets after they’re...
