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PROFESSIONAL PERSPECTIVES: Your Money, Your Independence
Planning for the unexpected when things are good is a necessary evil. This is true for electing work benefits, insurance, estate planning and access to equity.
Kemblowski, Phelan join MEDC board
The MEDC Board of Directors has voted in Marcus Kemblowski, the chief operating officer for Apex Entertainment, and Maurice Phelan, president of Sartorius Stedim North America, as new directors
At Linda’s Decors, ‘We give windows the treatment’
Linda Woodard launched Linda’s Decors with a goal of helping her clients achieve their vision of their windows within their budget.
PROFESSIONAL PERSPECTIVES: Your Money, Your Independence
Enjoy Every Sandwicher Moment
Once David Letterman had frequent guest and a favorite musician of his, Warren Zevon, on for an entire show. Zevon, who’d...
Professional Perspectives: Your Money, Your Independence
Since 2019, Congress continues to place a growing number changes as well as restrictions on Americans’ retirement planning.
Chamber to host annual Network with a Purpose
The Marlborough Regional Chamber of Commerce will conduct its annual Network with a Purpose on Nov. 28 at Apex Entertainment.
Professional Perspectives: Your Money, Your Independence
It’s taken 2 years, but Massachusetts lawmakers finally provided legislation for Governor Healey to sign on October 4th impacting the lowest (worst) U.S. estate tax threshold as part of a “$1 billion tax relief package”.
Merrimack Valley Credit Union holds annual toy drive
Merrimack Valley Credit Union recently held its annual toy drive to support families in need throughout Massachusetts.
Professional Perspectives: Your Money, Your Independence
Financial Aid Changes To Impact This Fall’s College Applications
We’ve come to expect Congress naming new legislation that exaggerates impact but does little to be...
Professional Perspectives: Your Money, Your Independence
Yes, even the Nasdaq-100 Index rebalances. What about you?
On July 24th a special rebalance was held to reduce the Nasdaq 100 Index’s concentration in...
Professional Perspective: Your Money, Your Independence
The seven largest companies by market capitalization (Apple, Microsoft, Amazon, Alphabet, Nvidia, Meta, and Tesla) comprise more than 29% of the S&P 500 index. These companies dubbed the “Magnificent Seven” have performed very well in 2023.
Professional Perspectives: Your Money, Your Independence
Ready Homebuyers? Things Are About To Change.
It’s been a perfect storm the last 3+ years against first and second-time homebuyers.
But a change is coming,...
PROFESSIONAL PERSPECTIVES: Your Money, Your Independence
Frugal February… A Different Take, One That’s Sustainable.
Seen the “Frugal February” challenge recently?
The main idea is following holiday indulgences and resolutions being forgotten,...
Professional Perspectives: Your Money, Your Independence
At or Near Retirement? Time to Say Bucket!
Those at or near retirement face many decisions.
Transitioning from a paycheck that builds savings to taking distributions...
Professional Perspectives: Your Money, Your Independence
If You Fail To Plan, You Are Planning To Fail.
Making New Year’s resolutions to improve your financial wellness in 2024?
Do they look familiar to...