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Patrick Clark
Nov 7, 20244 min read
The College Conundrum: How to Support Your Kids Without Derailing Your Retirement
How to support your kids without derailing your retirement.
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Patrick Clark
Nov 1, 20244 min read
Why Relying Solely on Your Workplace Retirement Plan Advisor Can Be Misleading
As you approach retirement, the stakes can be high. You want to seek to ensure that your financial future is secure and that you can enjoy t
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Patrick Clark
Oct 22, 20244 min read
Why Retirement Planning is About More Than Just Investments: What People in Their 20s May Not Understand
As you approach retirement, you may find yourself hearing advice from your 20-year-old children about how to invest. For many young...
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Patrick Clark
Oct 15, 20244 min read
The Overlooked Factor in Retirement Planning: Taxes and Healthcare Costs
When people think about retirement planning, their minds often jump to investments—stocks, bonds, and real estate. While these are crucial
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Patrick Clark
Oct 10, 20244 min read
Do You Really Need $2 Million to Retire? Understanding Your Retirement Needs in Massachusetts and New Hampshire and the Importance of a Personalized Retirement Plan
If you're in your 50s or 60s, with children entering or exiting college, you may be wondering if you're financially on track for...
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Patrick Clark
Sep 26, 20243 min read
"Maximizing Retirement Contributions: A Guide for Massachusetts and New Hampshire Residents"
As the end of the year approaches, it’s crucial for Massachusetts and New Hampshire residents to review and maximize their retirement contri
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Patrick Clark
Sep 13, 20242 min read
The High Cost of Delaying Retirement Planning: Key Insights for Massachusetts and New Hampshire Residents
As you approach retirement, typically within 2 to 7 years, the decisions you make regarding your financial planning may become...
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Patrick Clark
Aug 28, 20243 min read
Empty Nest Financial Planning: Key Strategies for Parents in Massachusetts and New Hampshire
As your children leave for college or start their careers, the transition to an empty nest is both an exciting and challenging time. This...
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Patrick Clark
Aug 21, 20243 min read
Seizing the Opportunity: How New Hampshire's Elimination of the Interest and Dividends Tax Impacts Your Retirement Planning
With the recent elimination in 2025 of New Hampshire’s Interest and Dividends Tax, residents of the Granite State now have a valuable...
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