Broker Check

(877) 568-7526

Self-study Financial Basics

We're committed to helping you learn basic financial principals. These are summaries of important topics to help you grasp concepts at a high-level and prep you to ask better questions. Take a look at the topics below and check-in periodically. These will be updated regularly based on questions we receive.

All About Roth IRAs and Roth Conversions

All About Roth IRAs and Roth Conversions

We're getting lots of questions on this subject recently. During tax time... it's a HOT TOPIC!

Here are some resources to provide a primer. 


If you'd like help putting any of these strategies in place, you're most welcome to get on my calendar here: https://calendly.com/planningforgood/roth 

Check out the event below with Ed Slott, CPA!

<b>Join Us for a Webinar Event with Ed Slott, CPA</b>

Join Us for a Webinar Event with Ed Slott, CPA

Our next virtual event is coming up! We'll be joined by special guest speaker Ed Slott, CPA, a nationally recognized IRA distribution expert, professional speaker, and best-selling author. This is one you won't want to miss:

THE NEW RETIREMENT SAVINGS TIME BOMB

Thursday, March 4th at 12:00PM via Zoom

Five easy steps to take control, avoid unnecessary taxes, and combat the latest threats to your retirement savings. Click here to register.

Note: Once you register you will receive an email confirmation containing the Zoom link from Baystate RSVP. Upon registering, add the event to your schedule by selecting 'Add to calendar'. This event is being hosted by our teammates at Baystate Financial. 

CRN202302-277843

Financial Planning - Big Picture

Financial Planning - Big Picture


Table of Contents:

  • Why is financial planning important?
  • Why can't I do it myself?
  • Staying on track
  • The financial planning process
  • Common questions about financial planning


WATCH A VIDEO SNIPPET HERE

Financial Planning: Helping You See the Big Picture

Getting Started: Establishing Financial Safety Net

Getting Started: Establishing Financial Safety Net


Table of Contents:

  • How much is enough?
  • Building cash reserves
  • Where to keep cash reserves


Getting Started: Establishing a Financial Safety Net

Handling Market Volatility

Handling Market Volatility


Topic:

  • Why markets fluctuate
  • What you can do to prepare
  • Steps to take as markets change

WATCH VIDEO HERE

Diversification and Asset Allocation

Diversification and Asset Allocation


Table of Contents:

  • What is Diversification
  • Asset Allocation
  • Other considerations, such as diversification and rebalancing
  • "Winning" Asset Classes


Back to Basics: Diversification and Asset Allocation

Life Insurance at Various Life Stages

Life Insurance at Various Life Stages


Table of Contents:

  • Footloose and fancy-free
  • Going to the chapel
  • Your growing family
  • Moving up the ladder
  • Single again
  • Your retirement years


Life Insurance at Various Life Stages

Financial Basics for Millennials

Financial Basics for Millennials


Millennials face financial challenges that are unique to their generation. One of the first steps in overcoming them is to understand some basic financial concepts.


Click here to learn more: Financial Basics for Millennials