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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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How much should I be saving? Insight from Shaq
Welcome to the Parkmount Financial Partners blog! My name is Joe Boughan, a CERTIFIED FINANCIAL PLANNER⢠Professional dedicated to...

Joe Boughan
Jul 2, 20244 min read
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What Should I Do If I Just Received a large financial windfall?
Receiving a substantial windfall like $1.5 million inheritance or business sale or even lottery winning is a life-changing event, and...

Joe Boughan
Jun 14, 20244 min read
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How to think about Minimizing Taxes on Your Retirement Plan
As a certified financial planner (CFP Ā®) professional in the Boston area at Parkmount Financial Partners LLC, I've worked with many...

Joe Boughan
May 10, 20244 min read
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Are Annuities the Right Choice for Your Retirement Plan
When planning for retirement, many residents face the challenge of ensuring a stable and secure financial future. At Parkmount Financial...

Joe Boughan
Apr 29, 20244 min read
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How can I Maximize Social Security?
In an era where financial security is more important than ever, understanding the intricacies of Social Security benefits becomes...

Joe Boughan
Mar 23, 20244 min read
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Retirement Withdrawals: 4% Rule and Beyond
As financial planners in the Boston area, based in Scituate, Massachusetts, at Parkmount Financial Partners, we believe we understand the...

Joe Boughan
Mar 12, 20244 min read
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Blue Zones ideas for a Fulfilling Retirement
In the cold winter here in Massachusetts, many people dreaming of a retirement that's more than just a long vacation? Let's dive into how...

Joe Boughan
Feb 1, 20243 min read
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What's the impact of the AI Revolution for Investors and Retirees?
Introduction : Welcome to Parkmount Financial Partners' exploration of artificial intelligence's (AI) burgeoning role in today's business...

Joe Boughan
Jan 15, 20243 min read
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Navigating Markets: Tips for Retirement
Introduction In today's ever-evolving financial landscape, the journey to a comfortable retirement can seem daunting. Amidst market...

Joe Boughan
Jan 5, 20244 min read
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Executive Deferred Compensation Plan vs. Backdoor Roth
Introduction Welcome to Parkmount Financial Partnersā blog, where we explore the best strategies to save and invest for your future with...

Joe Boughan
Oct 7, 20234 min read
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June 2023 Financial Newsletter.
Here in Scituate, Massachusetts, the sun is bringing us longer, warmer Spring days, and it's a perfect reminder that just as seasons...

Joe Boughan
Jun 13, 20233 min read
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Mega Backdoor Roth for Raytheon RTX Employee
As an employee, the RTX backdoor Roth may be something you considered as a part of your financial plan. While you are likely focused on...

Joe Boughan
May 24, 20234 min read
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Embracing Spring: Financial Advisor Newsletter, Insurance, and Market Update
Introduction: As the weather warms up in spring, it's not just our gardens that require attention and planning. This season offers a...

Joe Boughan
May 11, 20234 min read
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