BOSTON LIGHT FINANCIAL

Why Boston Light Financial?

Established in 1716,  Boston Light is the oldest continuously operating lighthouse in

the United States.  It is located on Little Brewster Island in Boston Harbor.

The name Boston Light appealed to us because a lighthouse helps guide the

way during a journey. At Boston Light Financial, we help guide our clients

towards their financial goals.

 

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.
Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
ACCOUNT ACCESS ONLINE

ACCOUNT ACCESS ONLINE

We offer a variety of useful places to access your accounts online. Each one has their own unique and beneficial features that are valuable to utilize in order to track your progress towards your financial goals.

To learn more about these websites, follow the link below. 

RISKALYZE - GAUGING YOUR PORTFOLIO'S RISK

Helpful content

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

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn More
You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More
Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn More

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