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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 marathon—it requires endurance, careful pacing, and a...

Joe Boughan
Feb 25, 20259 min read


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 1, 202511 min read


Special RTX Employee Post: RTX Pension
Special Blog Post for RTX and Raytheon Employees that need to evaluate their retirement planning.

Joe Boughan
Jan 27, 20255 min read


Understanding the Cost of a Financial Advisor
Planning for your financial future is one of the most important decisions you’ll make, especially as you approach retirement or work to...

Joe Boughan
Jan 20, 20255 min read


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 8, 20254 min read


Lessons from Retirement Income Certified Professional® Program
Retirement is about more than just numbers—it's about securing your future and creating the freedom to live the life you’ve envisioned....

Joe Boughan
Dec 16, 20244 min read


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


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 then—whether it’s dramatic...

Joe Boughan
Nov 18, 20245 min read


Should I S&P and Chill? Tips for investment
Today’s 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
"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


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


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


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


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


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


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

Joe Boughan
May 10, 20244 min read


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


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


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


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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