I hope that you have been enjoying this beautiful weather and are looking forward to Summer as much as I am! We selected a few relevant articles below that you will find of value. In addition, we have made some exciting updates to our website, including making it mobile friendly, so that our clients can experience a more efficient navigation process. Enjoy the Summer and feel free to reach out to us!
Freedom Trail Financial
Finance and Market focus
7 Social Security Tricks To Help You Adapt To The New Rules
The Bipartisan Budget Act, signed into law on Nov. 2, 2015, effectively eliminated the File and Suspend and Restricted Application strategies for anyone younger than 66 and 62, respectively. These "unintended loopholes" were the product of three legislative changes that allowed for creativity, flexibility and pay raises for those who were well-informed. As of May 1, the party is over. So what's the best way to adapt? Read More
FINANCIAL NEWS FOR THE SEASON
Thinking of Renting Your Vacation Home? Check Out These Tax Rules
Owning a vacation home can be a wonderful thing, providing you and your family a private getaway with all the comforts of home.
It also could net you some extra money if you rent it when you're not there.
But if you're not careful, it also could cause you some tax troubles.
Top 7 Things To Do This Summer To Help Your Kid Get Into a Great College
The sun is shining, the ice cream man is making his rounds, and the lucky pencils used for finals have been worked down to their nubs. It's officially summer, and the last thing your soon-to-be high school senior wants to do is scour college websites or draft application essays.Read More
Life Enrichment Focus: The Good in Doing Good
The Future of Progressive Business Is Companies That Are Good, Not Just Doing Good
Responsible businesses today tout the idea of something called shared value-where profits, customers, and the environment all benefit from a company's success. But is that enough?Read More
How to Do More Social Good in 2016
You don't have to be a nonprofit in order to make a positive impact on the world. In fact, I strongly believe that a company structured to make a profit while also providing social benefits is exactly what the world needs more of at this time. Read More
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.