Understanding the Lifetime Income Strategy Fund in the Raytheon 401(k) Plan
For Raytheon Technologies employees, the Lifetime Income Strategy Fund offers a unique retirement planning option within the companyās...
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Joe Boughan
Aug 304 min
Navigating the Onshoring Trend: What It Means for Your Retirement Planning
In today's rapidly shifting economic landscape, the concept of onshoring has emerged as a significant global trend with far-reaching...
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Joe Boughan
Aug 235 min
The Risks of Concentrated Employee Stock in Your 401(k) RSU ESPP or Compensation Plan
Introduction If you're an employee at a public corporation, you may be holding a significant portion of your retirement savings in...
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Joe Boughan
Aug 164 min
Understanding Market Volatility: The Biggest Mistake Investors Make
Investing in the stock market is a journey filled with ups and downs, and understanding these fluctuations is crucial for long-term...
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Joe Boughan
Jul 24 min
How much should I save for my future? Insight from Shaquille O'Neal
Welcome to the Parkmount Financial Partners blog! My name is Joe Boughan, a CERTIFIED FINANCIAL PLANNERā¢ Professional dedicated to...
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Joe Boughan
Jun 143 min
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...
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Joe Boughan
May 104 min
How to think about Minimizing Taxes on Your Retirement Plan
As a certified financial planner (CFPĀ®) professional in the Boston area at Parkmount Financial Partners LLC, I've worked with many...
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Joe Boughan
Apr 294 min
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...
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Joe Boughan
Mar 234 min
Maximizing Your Social Security Benefits: Insights from Parkmount Financial Partners
In an era where financial security is more important than ever, understanding the intricacies of Social Security benefits becomes...
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Joe Boughan
Mar 124 min
Sustainable Retirement Withdrawals: Navigating Through the 4% Rule and Beyond
As financial planners in the Boston area, based in Scituate, Massachusetts, at Parkmount Financial Partners, we believe we understand the...
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Joe Boughan
Feb 13 min
Retiring in Style: Learning from the Blue Zones 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...
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Joe Boughan
Jan 153 min
What is the impact of the AI Revolution? Insights for Investors and Businesses
Introduction: Welcome to Parkmount Financial Partners' exploration of artificial intelligence's (AI) burgeoning role in today's business...
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Joe Boughan
Jan 54 min
Navigating Retirement Planning in Uncertain Markets: An Introductory Guide by Joseph Boughan
Introduction In today's ever-evolving financial landscape, the journey to a comfortable retirement can seem daunting. Amidst market...
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Joe Boughan
Oct 7, 20233 min
Navigating Retirement Planning: Deferred Compensation Plan vs. Mega Backdoor Roth Conversion
Introduction Welcome to Parkmount Financial Partnersā blog, where we explore the best strategies to save and invest for your future with...
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Joe Boughan
Jun 13, 20233 min
June is here. Warming up. Newsletter for the Month
Here in Scituate, Massachusetts, the sun is bringing us longer, warmer Spring days, and it's a perfect reminder that just as seasons...
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Joe Boughan
May 24, 20234 min
Understanding The Mega Backdoor Roth IRA: A Financial Game-changer for Raytheon Employees
As an employee at Raytheon, you are likely focused on engineering solutions to protect and secure our nation. However, it's also critical...
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Joe Boughan
May 11, 20234 min
Embracing Spring: Financial Planning, Insurance Awareness, 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...
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