Financial Planner, Wealth Management Advisor
Baystate Financial
One Marina Park Drive, Floor 16
Boston, MA 02210
Direct: 617.585.4516 | Mobile: 617.710.0022 | Fax: 509.694.7293
Email: jfacey@baystatefinancial.com
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My TeamThe Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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Estimate the future value of your current savings.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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