The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limits for retirement and estate-related items for tax year 2025. Please adjust retirement plan contribution rates accordingly for the new limits. Note for 2025 and forward, there will be a “super” catch-up option for some retirement plans. It will apply for those aged 60-63.

Tim Vanech and Luis Raposo were recognized as 2024 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 12th year in a row Mr. Vanech has been recognized, and the 10th year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]

We know the news and the market moves in the banking sector are changing rapidly and are likely leaving you feeling unsettled and slightly confused. In the wake of Silicon Valley Bank being taken over by bank regulators and Signature Bank being shut down, we want you to rest assured that the American Banking System […]

Shorepoint Capital Partners, LLC (“Shorepoint”) is pleased to announce that Burns & Levinson Asset Management has hired Shorepoint to be their primary sub-advisor for their clients. Shorepoint will develop and implement an investment strategy that befits each client and will advise on retirement, insurance, financial and estate planning.

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limits for retirement and estate-related items for tax year 2023. Please adjust retirement plan contribution rates accordingly for the new limits.

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for retirement and estate-related items for tax year 2022. In general, these limits will either remain unchanged, or the inflation adjustments for 2022 will be small. Please adjust retirement plan contribution rates accordingly for the new limits.