8 Things For Your Financial Year End List
/in NewsIt always happens—we hit December, scratch our heads and collectively wonder: How is 2024 almost over??? Before ringing in the New Year, here’s a list of important financial matters to consider.
2025 Retirement Planning Key Numbers
/in NewsThe Internal Revenue Service has announced cost-of-living adjustments affecting dollar limits for retirement and estate-related items for tax year 2025. Please adjust retirement plan contribution rates accordingly for the new limits. Note for 2025 and forward, there will be a “super” catch-up option for some retirement plans. It will apply for those aged 60-63.
Shorepoint Capital Partners Launches New Private Limited Partnership Fund
/in NewsShorepoint Capital Partners, a Norwood, MA based registered investment advisor, has launched a new Limited Partnership to help individual investors gain access to private investments. The new investment vehicle, known as Shorepoint Income Fund II, aims to invest the fund proceeds in a mix of direct private debt and private real estate offerings, along with […]
2024 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2024 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 12th year in a row Mr. Vanech has been recognized, and the 10th year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
2024 Retirement Planning Key Numbers
/in NewsThe Internal Revenue Service has announced cost-of-living adjustments affecting dollar limits for retirement and estate-related items for tax year 2024. Please adjust retirement plan contribution rates accordingly for the new limits.
Reassuring News for Bank Customers
/in NewsWe know the news and the market moves in the banking sector are changing rapidly and are likely leaving you feeling unsettled and slightly confused. In the wake of Silicon Valley Bank being taken over by bank regulators and Signature Bank being shut down, we want you to rest assured that the American Banking System […]
2023 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2023 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 11th year in a row Mr. Vanech has been recognized, and the 9th year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
Exciting Updates for 2023
/in NewsShorepoint Capital Partners, LLC (“Shorepoint”) is pleased to announce that Burns & Levinson Asset Management has hired Shorepoint to be their primary sub-advisor for their clients. Shorepoint will develop and implement an investment strategy that befits each client and will advise on retirement, insurance, financial and estate planning.
Important Increases for 2023
/in NewsAs of January 1, 2023, significant changes to limits on retirement planning and gifting as well as taxation adjustments require our attention. With this Happy New Year have come increases that may be beneficial to your financial situation.
2023 Retirement Planning Key Numbers
/in NewsThe Internal Revenue Service has announced cost-of-living adjustments affecting dollar limits for retirement and estate-related items for tax year 2023. Please adjust retirement plan contribution rates accordingly for the new limits.
2022 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2022 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 10th year in a row Mr. Vanech has been recognized, and the 8th year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
2022 Retirement Planning Key Numbers
/in NewsThe Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for retirement and estate-related items for tax year 2022. In general, these limits will either remain unchanged, or the inflation adjustments for 2022 will be small. Please adjust retirement plan contribution rates accordingly for the new limits.