How well do you understand your credit reports?

by | May 13, 2025 | Monthly Tips

Greetings to all, and I hope everyone is enjoying spring so far! This edition of Tom’s Tips focuses on understanding your credit reports.  It is important to know what is contained in your credit reports from each of the three major credit reporting agencies,...

Your Financial Partner Through The Election

by | Nov 1, 2024 | Monthly Tips

Hi, I hope this message finds you well.  In this election season, some of you may be feeling anxious or concerned about the potential outcome of the election, and the impact on your financial future.  As election results can bring about a significant change in the...

Tax Season News and Survival Tips

by | Feb 13, 2024 | Monthly Tips

Tom’s Tips Greetings to all, and I hope this message finds you well as we make our way through winter.  It has been quite mild here in New England, and spring isn’t all that far away. As tax season gets into full swing, I think it can be helpful to have some...

Now Might Be a Good Time for a Roth Conversion

by | Dec 22, 2022 | Monthly Tips

Tom’s Tips Hello All, I hope this message finds you well as we approach the end of 2022! It has been a volatile year in the financial markets, as you are likely well aware.  As the article below points out, declines in the value of traditional (tax deferred) IRA...