K.E.M. Strategic Partners LLC | 35 Village Road, Suite 100 | Middleton MA 01949 | P. 978-560-3404 | F. 978.560.1623
Life insurance has a role regardless of how financially independent you are
As our nation ages, many Americans are turning their attention to caring for aging parents.
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time
A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances
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.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
In the world of finance, the effects of the "confidence gap" can be especially apparent.