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Connor Demore Your life, aligned with your goals.

14/10/2026

A home equity loan is a loan that is secured by your home.

13/10/2026

The first step in the financial planning process should be to calculate your net worth.

12/10/2026

If you have a child or other dependent and work outside the home, you may need to pay someone to care for your loved ones. Fortunately, the child and dependent care credit may provide some financial relief. The child and dependent care credit is an income tax credit for up to 50% of certain expenses...

09/10/2026

Married filing separately is an option available to all married individuals when choosing a filing status for their federal income tax returns. Your filing status is important because it determines, in part, the amount of your standard deduction, the deductions and credits that are available to you,...

08/10/2026

Equalizing the taxable estates refers to methods of arranging the estates of spouses in a way that will result in the least total amount of estate tax liability. Here is the underlying premise: federal estate tax rates are progressive (i.e., the tax rate increases with the size of the estate). Thus,...

07/10/2026

For retirement plan sponsors, benchmarking has become a familiar fiduciary exercise. However, in many cases, the process is still too narrow — focused on one line item, one provider quote, or one investment expense ratio.

06/10/2026

A Crummey power is a provision in a trust that permits specified trust beneficiaries to withdraw gifts

05/10/2026

If you withdraw cash or other assets from an employer-sponsored retirement plan ("employer plan") in an "eligible rollover distribution," (defined below) you can defer paying tax on the distribution by rolling all or part of it over to another employer plan or to a traditional IRA. You don't include...

02/10/2026

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

01/10/2026

Find out how you might be able to keep more of your mutual fund profits.

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158 Belmont Street

02472

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+16179246824

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