Tag: Boston MA
Why You Should Revisit Your Wealth Plan in Retirement
We often meet individuals who have a financial plan in place, but it was created years ago and hasn’t been reviewed since. While a plan...
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 Prepare the Next Generation for Wealth Transfer?
At Sherr Financial Associates (SFA), we are frequently asked this question: “How do we make sure our children are truly ready for what they may...
How Do You Build a Resilient Investment Portfolio?
At Sherr Financial Associates (SFA), we often hear a version of the same question from current and prospective clients: “How do I build a portfolio...
Is Tax Efficiency a Once-A-Year Decision Process?
This article is written for you if you live in or around Boston and want a clearer understanding of how tax planning fits into long-term...
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...
How to Manage RMDs in 2026 Without Raising Your Tax Bill
If you’ve saved much of your retirement assets in traditional IRAs or employer retirement plans, Required Minimum Distributions (RMDs) are likely to become part of...
How Do You Turn Retirement Savings Into Income in Boston?
For much of your working life, saving for retirement probably felt fairly routine: regular contributions, thoughtful investing, and steady growth over time. Once retirement begins,...
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...
2026 Financial Planning Tips from Boston Financial Advisors
As the new year approaches, many households begin asking these frequent questions: Where do we stand financially? What should we adjust? What needs our attention...
