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BOSTON LIGHT FINANCIAL

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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