K.E.M. Strategic Partners LLC | 35 Village Road, Suite 100 | Middleton MA 01949 | P. 978-560-3404 | F. 978.560.1623
An amusing and whimsical look at behavioral finance best practices for investors.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
When markets shift, experienced investors stick to their strategy.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Why are they made again and again? Making sense of these errors in judgement.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
For women, retirement strategy is a long race. It’s helpful to know the route.
Bucket lists don’t have to be for tomorrow.
Have you found yourself suddenly single? Here are 3 steps to take right now.