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Safeguard Against Catastrophe with Umbrella Insurance

April 23, 2019 by Lee Eudy

You’ve heard the charming little gecko say it a million times: “Fifteen minutes could save you 15% or more on car insurance!” And Geico is hardly alone; advertising low-cost coverage is a staple of home and auto insurance marketing. Unfortunately, many consumers misinterpret these ads, leaving themselves underinsured. Confusing the price of insurance with amount of coverage […]

Giving Your Child an Allowance Can Really Pay Off

December 12, 2018 by Lee Eudy

Like any group of parents, the folks at our office share our parenting successes and commiserate about our failures. Opinions vary on most parenting topics, but there’s a solid consensus around here about the benefit of giving kids an allowance. It turns out there’s some pretty good data to back it up; not only can […]

401(k) limits are rising in 2019

November 7, 2018 by Lee Eudy

The IRS just announced increases to retirement plan savings limits and the Social Security wage base for next year.  If you want to continue max funding your retirement plan, you may need to take action.   The 401(k) Deferral Limit is going up What is it? The amount of your annual salary you can put […]

Freezing your Credit Reports is now free. So what are you waiting for?

November 5, 2018 by Lee Eudy

Legislation guaranteeing free credit freezes is now the law of the land! Sure, it was your busy life, not the $5-$10 charge, that was the real impediment, but let’s take this moment as an important reminder to take action now. The legislation, passed earlier this year, eliminates charges nationwide on both credit freezes and lifting […]

It’s FAFSA season!

October 19, 2018 by Lee Eudy

Have a child in college? Let’s skip the pumpkin spiced latte and call October the start of the  Free Application for Federal Student Aid (FAFSA) season. Even if you don’t think you’ll qualify for financial aid, submitting the FAFSA (as soon as possible) is absolutely worth it. FAFSA Basics: It’s an application required to qualify […]

State of Our Practice & Your Referrals

March 2, 2018 by Lee Eudy

Many clients have generously offered feedback and suggestions ever since our newest website went live. Our “Frequently Asked Questions” section – and specifically our minimum asset requirements for new clients – prompted questions that I thought were worth answering for everyone. By way of background, a heartfelt “thank you!” is where we’ll start. Almost 15 […]

No Checks for Charity!

February 13, 2018 by Lee Eudy

As discussed in January’s post, due to the newly-doubled standard deduction, many families will no longer be able to itemize contributions to qualifying charities starting this year. But don’t throw out the baby with the bathwater! You can still save on taxes by giving to charity. But start by putting away your checkbook. Charitable donations […]

Charitable Giving in a High Standard Deduction World

January 18, 2018 by Lee Eudy

Continuing our review of the 2018 tax law changes, we’ll take a closer look at the nearly-doubled standard deduction, how it eliminates the opportunity to deduct charitable contributions for many taxpayers, and two gifting strategies to consider if you’re among those impacted. The basics:  The Standard Deduction will be $12,000 for individuals and $24,000 for […]

Paying K-12 Tuition with a 529 Plan

January 14, 2018 by Lee Eudy

Welcome to our first installment in a series where we’ll explore the financial planning implications of the tax law. With bills from private K-12 schools arriving in January, we’ll start with the expansion of the qualifying uses the 529 to include pre-college tuition. The news of this expansion has many parents excited, but let’s take […]

401(k) & Gifting Limits Set to Rise

November 13, 2017 by Lee Eudy

The Internal Revenue Service announced last month the 401(k) contribution limit is set to rise by $500 in 2018 – increasing the cap from $18,000 to $18,500 and from $24,000 to $24,500 for workers over age 50. They also announced that the per person gift exclusion will rise from $14,000 to $15,000. Couples will be […]

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Recent Posts

  • Safeguard Against Catastrophe with Umbrella Insurance
  • Giving Your Child an Allowance Can Really Pay Off
  • 401(k) limits are rising in 2019
  • Freezing your Credit Reports is now free. So what are you waiting for?
  • It’s FAFSA season!
  • State of Our Practice & Your Referrals
  • No Checks for Charity!
  • The Investor’s Manifesto
  • Charitable Giving in a High Standard Deduction World
  • Paying K-12 Tuition with a 529 Plan
  • 401(k) & Gifting Limits Set to Rise
  • Nudge
  • Equifax Breach & Identity Theft
  • Is The Tuition Bubble Starting to Leak?
  • Why YOU should pay your Group Disability Insurance Premium
  • Is your ESPP a fountain of guaranteed return?
  • Investing in Stocks vs. Markets
  • Active vs. Passive – 15 Years of Data
  • PayPal
  • Insights on Wealth Creation
  • New Neighbors
  • H.S.A. = Retirement Planning Tool
  • Household Income & Happiness
  • Massachusetts 529 Looking More Attractive
  • A Zero Card?
  • New Coffee Line-up
  • Fingers Crossed for Proposed 529 Legislation
  • Finding Good Financial Counsel
  • New 529 Spending Flexibility

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Boston Standard Wealth Management is registered with the Securities & Exchange Commission as an investment advisor. Our website is for informational purposes only and does not purport to render or offer to render personalized investment or financial planning advice. Advisory services may only be provided after the delivery of a disclosure statement and the execution of an investment advisory agreement by the client and the advisor. The website is intended to make available general information concerning our firm and the services we offer, but in no way should be construed as a complete description of either the firm or our service offering. Information throughout this site has been obtained from sources which we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy, and neither we nor our sources of information shall be held liable for errors or inaccuracies, regardless of cause, or any lack of timeliness or interruption in transmission to viewers. Nothing on this website should be interpreted as a real or assumed claim that past performance is any guarantee of future results.