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.
2021 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2021 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 9th year in a row Mr. Vanech has been recognized, and the 7th year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are associated with […]
2021 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 2021. In general, these limits will either remain unchanged, or the inflation adjustments for 2021 will be small. Please adjust retirement plan contribution rates accordingly for the new limits.
2020 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2020 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 8th year in a row Mr. Vanech has been recognized, and the 6th year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are associated with […]
2020 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 2020. In general, these limits will either remain unchanged, or the inflation adjustments for 2020 will be small. Please adjust retirement plan contribution rates accordingly for the new limits.
2019 Five Star Professional
/in NewsTim Vanech and Luis Raposo were recognized as 2019 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the seventh year in a row Mr. Vanech has been recognized, and the fifth year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
