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The "Weight Watchers" approach to financial planning. Every woman has gone on a diet at one time or another. Much of what we learn from dieting can be applied to a financially healthy lifestyle. Below are statements found on the Weight Watchers website as to why their program is different and successful. More
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Tune in Saturdays at 3pm on WXTK 95.1 FM to Cape Cod's Financial Radio Talk show hosted by our own Chris Boyd, CFP® for entertaining discussions on all things financial. Phone the show with your questions at 508-771-8900. Sign up for our iTunes RSS feed Check out our latest podcast below.
Have Changes in the Law Sabotaged Your Estate Plan?
Learn how significant changes in Estate Planning Law may impact your estate plan. F. Keats Boyd III, Esq. of Boyd & Boyd PC and J. Christopher Boyd, CFP, CASL of Asset Management Resources, LLC will share important information and answer your questions about the new changes.
You will learn:
- About the gaping multi-million dollar tax loophole and how you can take advantage of it
- How to “Divorce-Proof” the inheritance you leave your loved ones
- Why the Massachusetts Estate Tax is now optional- but only if you plan correctly
- How to permanently repeal State and Federal estate taxes on your estate- without an Act of Congress
- How to convert your IRA into tax- free income (without a Roth conversion)
- The “right” way and the “wrong” way to leave your IRA, 401K, 403b or other qualified plan
- How out of state residents can avoid the Massachusetts estate tax levied on their Massachusetts real estate
- How you can amend an Irrevocable Trust- and when you should
- New trust techniques that may save you and your family thousands of dollars following the 2013 tax law
- Planning for Long Term Care Expenses in Retirement
- Creating a Financial Plan to Meet Your Needs
- How to Create a Portfolio to Last Throughout Retirement
Where and When:
579 Buck Island Road
West Yarmouth, MA 02673
Leave your name, phone number and the number attending.
We will call back to confirm.
Attorney F. Keats Boyd III of the Law Offices of Boyd & Boyd PC and Mike Burton of Slade Mortgage sit in the co-host chairs on this week’s Something More. Chris and Keats discuss an upcoming Estate Planning Seminar at Mayflower Place in West Yarmouth. Mike joins the Boyd brothers for the second half of the show to share his expertise on reverse mortgages.Read More
Chris welcomes Asset Management Resources LLC’s new financial analyst, Seth Kaye, as his co-host on this week’s Something More. They interview Samuel Lee, editor of Morningstar’s ETF Investor newsletter, about the world of ETF investing- what’s hot, what’s not, and how you differentiate. Later in the show, Deb DelNegro of Today Real Estate and Cape Cod Senior Connection talks about the spring real estate market and steps you can take now to get your home ready for sale and Mike Burton of Slade Mortgage offers the weekly Mortgage Minute.Read More
Politics is the theme of this week’s “Something More,” as Chris is joined by three men launching campaigns in Massachusetts. Mark Alliegro and Vincent Cogliano, Jr are both running for Congress in the 9th District. Hear about their views and positions on the economy, health care, tax reform, and more. Later, Adam Chaprales announces his bid for State Representative serving Barnstable and West Yarmouth. All of this and the weekly market news on this week’s show.Read More
Despite a dizzying 326-point loss for the Dow on Monday after disappointing reports on both U.S. and Chinese manufacturing, domestic equities indices largely managed to rebound on high trading volumes. The S&P 500 finally saw its first positive week following three straight weekly losses. Unfortunately, the small caps of the Russell 2000 didn’t share in the bounce.Read More