For Individuals

COLLEGE FINANCIAL PLANNING

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

ELDER CARE FINANCIAL CARE

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

ESTATE PLANNING DONE RIGHT

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Mastering Your East Weymouth Business Phone Answering

How is your year starting out? We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your East Weymouth business finances right now. Relatedly, what are your customer service goals for this year?One customer...

Federal Spending Impact on East Weymouth Businesses

I don’t know about you, but after the holidays (and I hope yours were filled with good things and happy times with loved ones), I’m always a bit tapped out on the spending. But in true governmental fashion, Uncle Sam is piling it on. Seems like Congress missed...

Accepting Crypto Payments in Your East Weymouth Business

First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our East Weymouth clients went through the wringer … others had their best year yet.From a personal standpoint, I...

Succession Planning Strategy For East Weymouth Business Owners

The 2022 clock is almost at midnight.An end to a still somewhat crazy year — “the crazy” seems like our new normal, post-2020, am I right? There were a lot of challenges this year and they were … exhausting. Keeping up with the changes and adjusting to the economic...

Johnson’s 8 “Right Now” Business Tax Moves

Ready for some yuletide cheer? Inflation might have hit its peak this year. So say the “experts.” That particular category of people hasn’t exactly covered itself with glory of late … so, we’ll see how that actually plays out for businesses in the coming...

The New Congress and Your East Weymouth Business

This time of year means big things for East Weymouth businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday season,...

Employee Gifts: Some Ideas for East Weymouth Business Owners

Time is counting down until the year is up and your tax impact opportunity window closes.And even if this is the busiest (and perhaps most profitable) part of the year for your East Weymouth business, opening up a little space in your calendar to talk about some...

East Weymouth Businesses choosing to live out of a place of gratitude

This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a East Weymouth business owner (without...

Our (Early) End of Year Checklist for East Weymouth Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

Changes to Your East Weymouth Business’s Social Security Payroll Taxes

Have you recovered from the electoral drama yet?Allow me to quickly remind you: No matter how you’re feeling about these results, what matters MOST is how you operate that which is under YOUR control.And I say that as somebody whose entire work is driven by decisions...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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