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.
Shorepoint Welcomes Howard Corey
/in NewsWe are very pleased to announce that Howard Corey has joined the Shorepoint team. He will be working closely with both of us to deliver world-class operational and client service to our clients. Howard has broad experience in the wealth management industry encompassing client services, multi-asset class trade execution and client performance reporting. Before joining […]
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 […]
Shorepoint Launches First Private Fund
/in NewsShorepoint Capital Partners LLC is pleased to announce that we have completed our first close of the Shorepoint Income Fund I, LP on January 2, 2019 in the amount of $14,950,000. Shorepoint Capital Partners, LLC (“Firm”) is an independent owned, SEC registered investment advisor founded in 2009 in Massachusetts. The Firm emphasizes personalized client service […]
Congratulations to Ashley Lareau, CFP®
/in NewsWe are proud and thrilled to announce our valued colleague, Ashley Lareau, has recently completed her training at Boston University to become a CERTIFIED FINANCIAL PLANNER™ practitioner. She undertook the extensive exam at the end of 2018 and passed with flying colors! Ashley has been with Shorepoint for over seven years and has been a […]
