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BOSTON LIGHT FINANCIAL

Why Boston Light Financial?

Our namesake Boston Light was established in 1716. It is one of the oldest continuously operating lighthouses in the United States.

Like Boston Light, Boston Light Financial is here to be a guiding light to our clients and their families during their lifelong financial journey.

 

At Boston Light Financial, we know that the right financial advice can help prepare you for whatever life brings. Our advisors offer personalized services and tailored guidance through our approach of keeping your interests, objectives and tolerances in mind. We work with you through each step of the process.  Our goal is to empower you to improve your financial well-being, enabling you to pursue the experiences that matter most. We can help you set and achieve your lifelong financial goals through customized strategies that reflect who you are, what you value, and what gives you the strongest financial freedom.

 

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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.

Social Security: The 64,000 Dollar Question

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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