Professional Insights

There aren’t many drawbacks to having a high income — but being unable to invest in a Roth IRA might be one of them. Are there strategies that allow high-income earners to contribute to this valuable retirement account? Before we delve into that question, let’s...

In 2021, we saw a great increase in the Metrowest Boston home sale prices — up 26.5 percent in some towns. In spring 2022, while some buyers were hoping for a recession and for prices to decline, other buyers were out buying at full force and taking advantage of low...

We all want to stay healthy and live independently throughout our retirement years. Unfortunately, that won’t be possible for some of us, so it’s a good idea to be prepared for health-related challenges — such as the need for long-term care. As you may know, long-term...