K.E.M. Strategic Partners LLC | 35 Village Road, Suite 100 | Middleton MA 01949 | P. 978-560-3404 | F. 978.560.1623
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
As the decision to retire approaches, you’ll find the choice of when to retire is rarely black and white.
How federal estate taxes work, plus estate management documents and tactics.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
It’s an exciting time for American investors. Recent years have seen a boom in Americans investing in the stock market, with Goldman Sachs estimating U.S. households will spend $400 billion on equities in 2021, averaging an eyebrow-raising 44% allocation of their total assets to stocks. Between new technologies (like mobile trading apps) lowering the bar to entry and “meme stock” trends raising awareness, it’s no wonder so many people are waking up to the power and potential of investing.
A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.