MA Chapter 62F Refunds – aka MA tax refunds for all!!

By |2022-09-22T15:02:34+00:00September 22nd, 2022|Categories: Single Point of View, Tax Planning|Tags: , , , , , , , |

Massachusetts taxpayers will be excited to find out that they will be receiving a refund from MA for tax year 2021! Massachusetts law dictates that if tax revenue collections exceed a certain annual tax revenue cap then all excess will be returned to taxpayers.  MA exceeded the cap in 2021, so what this functionally [...]

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What’s New(s) with Seth: August 2022

By |2022-09-20T15:51:08+00:00September 21st, 2022|Categories: Investment Planning, Single Point of View, What's New(s)?|Tags: , , , , , , , , , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Editor's note:  This blog post was supposed to go live last month.. but I forgot to set the [...]

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Live Long and Prosper: Life lessons from a Timeless Classic

By |2022-08-10T14:13:55+00:00August 10th, 2022|Categories: Estate Planning, Single Point of View|Tags: , , , , , , , , , |

My Introduction to Star Trek After we’ve put the baby to bed at night and set tomorrow’s coffee to brew, my husband and I watch Star Trek: The Next Generation. He was raised on Star Trek, I was not. Watching it for the first time, I am struck by how timeless it is, and [...]

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What’s New(s) with Seth: July 2022

By |2022-07-28T15:57:59+00:00July 28th, 2022|Categories: Estate Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Governor Charlie Baker has a new budget plan that could change the draconian Massachusetts state estate tax [...]

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What’s Important to You?

By |2022-06-02T20:17:53+00:00June 2nd, 2022|Categories: Estate Planning, Single Point of View|Tags: |

My morning run today took me along the narrow,  twisting road that runs next to The Farmington River.  I chose not to run with headphones or music today so I could listen to the river and the birds.  The early growth of the trees is neon green right now and everything seems extra alive. About [...]

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What do we do when stocks AND bonds both go down?

By |2022-05-20T19:48:44+00:00May 20th, 2022|Categories: Investment Planning, Single Point of View|

Is it time to panic?  It's always tough to live through sharp drops in the stock market.  In times like this we typically remind you of the safer components of your portfolio being available to fund your life.  Namely your cash and bonds act as a buffer to give us the time to not be a [...]

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How to Embrace Emotional Spending

By |2022-03-31T15:04:55+00:00March 31st, 2022|Categories: Cash Flow, Family Planning, Personal CFO, Single Point of View|Tags: |

Did you know our Personal CFO, Meghan Dwyer, hosts her own podcast?  Money Isn't Scary is a podcast designed to help you take an honest look at the thoughts and emotions behind your relationship with money. I’m Meghan, a mom of 2 young boys, a financial planner, and emotional spender. Despite being a financial planner, [...]

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Ukraine Humanitarian Relief

By |2022-03-29T20:08:47+00:00March 29th, 2022|Categories: Charitable Planning, Single Point of View|Tags: |

It’s difficult to turn on the news these days without seeing the crisis in Ukraine unfold. We’ve had several clients reach-out with interest in supporting relief efforts in Ukraine and accordingly wanted to send out a message with some resources if you are considering donating. Fidelity Charitable has produced a page on their website to [...]

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Welcome Alexa Fattore!

By |2022-03-10T13:56:08+00:00March 10th, 2022|Categories: Single Point of View|

In financial planning it is so important to understand the "why" behind our decisions.  At SPP we have tried to be very intentional with the growth of the firm and not simply allow growth to drive our direction.  In our own business planning we have started with that same question when we have asked as [...]

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What’s New(s) with Seth: January 2022

By |2022-01-31T17:40:37+00:00January 31st, 2022|Categories: Single Point of View, What's New(s)?|

Wait, wasn’t the last “monthly” What’s New(s) with Seth in September? What happened to Q4?  Little known fact about our PCFOs, there are only 10 months in their year because Oct/Nov/Dec are all combined into one long month we call “Year-End Planning”.  They spend this time laser focused on making sure no stone is unturned [...]

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