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Top Financial Advisors on the South Shore, Massachusetts
(ā¦and how to tell which one is right for you) 1. Full disclosure: weāre biasedāhereās why Iām Joe Boughan, CFPĀ® and founder of Parkmount...

Joe Boughan
25 minutes ago5 min read
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Is a Short-Term Rental Right for Your Financial Plan?
Introduction Short-term rentals (STRs) have emerged as a popular investment avenue, offering potential for higher cash flow, tax...

Joe Boughan
Jun 64 min read
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Retire in Massachusetts?
While Massachusetts was recently ranked #1 state to raise a child? It was also ranked #46 best states to retire in by Moneywise. How...

Joe Boughan
May 168 min read
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Should I do Roth? Traditional vs. Roth Savings for Retirement
Summary Deciding between Roth and traditional retirement contributions hinges on weighing todayās tax certainty against tomorrowās...

Joe Boughan
May 25 min read
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How To Make a Financial Plan: Joe's Guide
In todayās dynamic financial landscape, making well-informed decisions about your money goes far beyond simply following a set of āgreatā...

Joe Boughan
Apr 612 min read
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Fisher Investment vs. Boutique Independent Advisors: A Guide to Choosing a Financial Partner
Introduction Choosing the right financial advisor is one of the most important decisions you can make for your long-term financial...

Joe Boughan
Mar 3011 min read
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The Ultimate Money Plan? Tony Robbins Financial Books
Tony Robbins is a name synonymous with personal development, known for his New York Times best-selling books and life-changing...

Joe Boughan
Mar 107 min read
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Coast 101: Financial Planning for IPO, Employee Stock Options, RSUs
Navigating the complexities of retirement planning is much like running a marathonāit requires endurance, careful pacing, and a...

Joe Boughan
Feb 259 min read
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Advisor's Bookshelf Top Reads
Every year, I make it a priority to read at least one book per month to broaden my understanding of economics, financial markets, and...

Joe Boughan
Feb 111 min read
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Special RTX Employee Post: RTX Pension
Special Blog Post for RTX and Raytheon Employees that need to evaluate their retirement planning.

Joe Boughan
Jan 275 min read
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Understanding the Cost of a Financial Advisor
Planning for your financial future is one of the most important decisions youāll make, especially as you approach retirement or work to...

Joe Boughan
Jan 205 min read
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Is $2 Million Enough to Retire Comfortably?
A recent study from Northwestern Mutual found that the average American thinks they need around $1.46 million to retire. That suggests $2 mi

Joe Boughan
Jan 84 min read
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Lessons from Retirement Income Certified ProfessionalĀ® Program
Retirement is about more than just numbersāit's about securing your future and creating the freedom to live the life youāve envisioned....

Joe Boughan
Dec 16, 20244 min read
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How much stocks should I have in my portfolio?
How much stocks should I have in my portfolio? The age-old question for investors. It's a pretty significant decision as much as 90% of...

Joe Boughan
Nov 26, 20245 min read
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Is the Market Heading for a 1929-Style Crash?
The idea of a looming market crash as catastrophic as the Great Depression gets thrown around every now and thenāwhether itās dramatic...

Joe Boughan
Nov 18, 20245 min read
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Should I S&P and Chill? Tips for investment
Todayās topic dives into something that may surprise you. Many of us have heard that putting everything in the S&P 500 and chill and...

Joe Boughan
Nov 10, 20244 min read
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"Lifetime Income Strategy" for RTX 401(k)
For Raytheon Technologies employees, the Lifetime Income Strategy Fund offers a unique retirement planning option within the RTX 401(k)...

Joe Boughan
Sep 21, 20246 min read
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How does "Onshoring" Impact investments?
In today's rapidly shifting economic landscape, the concept of onshoring has emerged as a significant global trend with far-reaching...

Joe Boughan
Aug 30, 20244 min read
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The Risks of Concentrated Employee Stock
Introduction If you're an employee at a public corporation, you may be holding a significant portion of your retirement savings in...

Joe Boughan
Aug 23, 20245 min read
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Understanding Market Volatility History
Investing in the stock market is a journey filled with ups and downs, and understandings market volatility and these fluctuations is...

Joe Boughan
Aug 16, 20244 min read
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