Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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 meeting their financial goals.
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.
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.
We offer a variety of useful places to access your accounts online, including the main Waddell & Reed website, eMoney, COMPASS, and NetxInvestor. 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.
Waddell & Reed is not affiliated with any other entities referenced.
I offer a full library of resources to help boost your retirement planning and financial knowledge.
Filing Final Tax Returns for the Deceased
A Brief History of Estate Taxes