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There are no shortcuts to investment success – you need to establish a long-term strategy and stick with it. This means that you’ll want to create an investment mix based on your goals, risk tolerance and time horizon – and then regularly review this mix to ensure it’s still meeting your needs. 

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Once again, it’s the season for football games and back-to-school activities. And if you work for a medium-size or large employer, it will soon be open enrollment season – the time of year when you can review your employee benefits and make changes as needed. What areas should you focus on?

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In just a few weeks, students will be heading off to college – and parents will be getting out their checkbooks. Without a college-bound student in your home right now, you might not be thinking much about tuition and other higher education expenses, but if you have young children, these cos…

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When many people hear the words “estate planning,” they assume it’s just for the wealthy. But that’s not the case because everyone can benefit from an estate plan. And when you’re creating one, you’ll want to avoid some common mistakes.

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Risk is a normal part of investing. If you didn’t take on any risk, you wouldn’t have the potential to achieve higher returns. But how much risk should you accept?

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With cryptocurrencies so much in the news, you might be wondering if you should invest in them. But “invest” may not be the right word – because, in many ways, cryptocurrencies, or “crypto” for short, are more speculation than investment.

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As an investor, you can easily feel frustrated to see short-term drops in your investment statements. But while you cannot control the market, you may find it helpful to review the factors you can control.

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To achieve most goals in life, you need some type of strategy. And that’s certainly true for your financial goals. Since you likely have multiple financial goals, you may need to pursue several different strategies – but they all should follow a similar process.

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It’s tax season once again. You’ve got until April 18 to file your taxes for the 2021 tax year, but if you think you’ll get a refund, you’ll probably want to get going as soon as possible. However, it’s important not to rush so much that you make errors, which, at the least, could delay your…

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As you know, inflation heated up in 2021, following years of pretty stable – and low – numbers. And now, early in 2022, we’re still seeing elevated prices. As a consumer, you may need to adjust your activities somewhat, but as an investor, how should you respond to inflation?

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As you know, 2021 was full of challenges. We were still feeling the effects of the COVID-19 pandemic when supply chains shut down and inflation heated up. So, if you’re like many people, you might not be sorry to see the year come to a close. But now it’s time to look ahead to a brighter 202…

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While you’re working, you may be contributing to an individual retirement account (IRA), which can provide a tax-advantaged way to save for your future. So, is it ever a good idea to tap into your IRA before you retire?

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Like everyone, you’d like to enjoy a long, healthy, independent life. But the future is unknowable, so it’s a good idea to prepare for a variety of outcomes – including the possible need for long-term care. 

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If you’re a grandparent, you don’t need Grandparents Day to remind you of the joys of having grandchildren. Yet, you might want to use this day as an opportunity to think about ways to help provide for your grandchildren’s future.

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If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: “Am I contributing enough?” “Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?” But here’s one inquiry you might be overlooking: “Have I used…

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Now that we’ve gained at least some space from the COVID-19 pandemic, summer travel is heating up. But while you might be eager to hit the road, you won’t want your investments to take a vacation – you need them to work hard for you consistently. But how can you make this happen?

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What’s the biggest financial mistake you can make? Choosing the wrong investments? Waiting too long to save for retirement? Underestimating the costs of retirement? All these are reasonable answers, but the biggest mistake you might make is not looking at your financial picture holistically …

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For the past 40 years, the sweetest part of Richard Burke’s day is before sunrise as he makes his rounds at the Boston Fish Pier to purchase a selection of freshly caught fish and seafood.

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As you know, President Biden has signed into law the American Rescue Plan Act of 2021 to provide more economic relief from the COVID-19 pandemic. What elements of this legislation will affect you?

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If you’re a brand-new parent, or even if you’ve been one for a little while, you’re no doubt filled with the many joys your child brings you. But as caught up as you are with the feelings and experiences of today, you also need to think about the future – specifically, the financial issues t…

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Now that we’re a few weeks removed from 2020, it’s a good time to reflect on such a momentous year. We can think about developments in the social and political spheres, but we also learned – or perhaps re-learned – some valuable lessons about investing.

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During the COVID-19 pandemic, many of us have been forced to work from home. But once we’ve moved past the virus, many workers may continue working from home. More than one-third of companies with employees who started working from home now think that remote work will stay more common post-p…

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At Stella’s restaurant, the customers and the food they enjoy have blended into a sweet pairing that has stretched over more than 20 years under the ownership of the Lefas family.

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As the year draws to a close, it’s fair to say that we’ve all learned something about the social, political, physical and environmental forces that have affected everyone. And, in some ways, our lives will be changed, perhaps permanently. But as an investor, what lessons can you learn from 2020?

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We’re nearing the end of 2020 – and for many of us, it will be a relief to turn the calendar page on this challenging year. However, we’ve still got a few weeks left, which means you have time to make some year-end financial moves that may work in your favor.

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Election Day is little more than a week away. As a citizen, you may feel the results will affect many aspects of life in this country. But as an investor, your situation probably won’t change after the votes are counted.

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For sale - The home at 4 Coolidge Road, Milton MA is offered for sale at $899,000. An open house happens Saturday Oct. 17 from noon to 2 p.m.

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It’s that time of year again, where, if you work for a medium-to-large employer, you’ve got some decisions to make because it’s open enrollment time. Of course, depending on your situation, you may have been working remotely for a while, but, even so, you will likely have the opportunity to …

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Beth Whitney and Cynthia McCarthy, owners of Fitness Unlimited, stand in the cardio room beside the newly shielded equipment. Beth and Cindy bought the women's health club just before the Coronavirus temporarily closed the local economy. They have changed the operation to keep staff an clien…

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The lobby of Fitness Unlimited at 364 Granite Ave., East Milton, holds an array of bottled disinfectant.

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Beth Whitney and Cynthia McCarthy stand beside one of the pieces of shielded equipment in the cardio room. The new shields were specially made by Kevin Whitney to help create another layer of safety.

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Outside the front door of Fitness Unlimited construction crews have been jackhammering the sidewalk as a part of the East Milton Deck renovation but inside members are working out safely. For the time being, members enter through the side alley door. Construction in front of their club shoul…

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A generation or so ago, people didn’t just retire from work – many of them also withdrew from a whole range of social and communal activities. But now, it’s different: The large Baby Boom cohort, and no doubt future ones, are insisting on an active lifestyle and continued involvement in thei…

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Like most people, you probably have many financial goals: a comfortable retirement, long vacations, college for your children or grandchildren, the ability to leave something behind for the next generation, and so on. To achieve these various goals, you may have to follow different investmen…

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Allison Barnes, founder of Massachusetts-based fitness club R3BILT, announced recently that they have partnered with two-time Olympic figure skating medalist and sports icon Nancy Kerrigan as a spokesperson and brand ambassador.

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It’s unfortunate, but true: During this period of economic uncertainty, one of the busiest “industries” has been financial scamming. But it goes on even during normal times, too, so you’ll want to know what to look for, and how to defend yourself.

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By now, you’ve seen the grim news about the job picture. In April, we hit an unemployment rate of 14.7% – the worst rate since the Great Depression. And the U.S. economy lost 20.5 million jobs – the largest monthly decline ever. Furthermore, many workers who kept their jobs saw their hours r…

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If you’re a business owner, you’ve probably gone through a range of emotions recently. A few weeks ago, as part of the $2 trillion CARES Act, the Paycheck Protection Program (PPP) was launched to provide $349 billion to help small businesses keep their workers and stay afloat. Your expectati…

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You contribute to an IRA and 401(k) to help build the financial resources you’ll need to enjoy a comfortable retirement. But despite these funds being set aside for retirement, many investors use them before they retire. More than half of Americans tap into their retirement savings early, ac…

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Fitness Unlimited, located in East Milton Square, celebrated its 40th Anniversary with a “member appreciation party” on Saturday, March 14.

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The new owners of Fitness Unlimited don’t think the members of the gym will take much notice of the change at the top of the 40-year-old organization.