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Families

Families

  • Investing in Gold
    Should I Invest in Gold?
    Should I Invest in Gold?
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: April 25, 2025Categories: Families, Investments, Working Professionals
  • Live in NH but Work in MA? What to Know About Your State Tax Returns
    Live in NH but Work in MA? What to Know About Your State Tax Returns
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: March 20, 2025Categories: Families, Taxes, Working Professionals
  • Help! It’s Tax Season. Do I Need A CPA?
    Help! It’s Tax Season. Do I Need A CPA?
    By Cameron BarkerPublished On: March 14, 2025Categories: Families, Taxes, Working Professionals
  • Why Work with a Financial Advisor?
    Why Work with a Financial Advisor?
    By Steve Jacobsmeier, CFP®, ChFC®, CLU®Published On: January 16, 2025Categories: Families, Fiduciary, Working Professionals
  • Need a Last Minute Gift Idea? – How About a Future College Education
    Need a Last Minute Gift Idea? – How About a Future College Education
    By Evan MarquisPublished On: December 13, 2024Categories: College, Families, Gifts, Investments
  • What Not to Do When Inheriting an IRA (Changes in Inherited Retirement Plan Rules)
    What Not to Do When Inheriting an IRA (Changes in Inherited Retirement Plan Rules)
    By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: October 25, 2024Categories: Estate Planning, Families, Investments, Retirement
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Serving Clients in New England and Nationwide

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3 Executive Park Dr., Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885 

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot St., Suite 310-12
Peterborough, NH 03458

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  • Home
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  • Who We Serve
    • Retirement Planning
    • Investment Management
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    • Charitable Giving
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  • About
    • Our Approach
    • Fee-Only
    • Your Team
    • Community
    • LGBTQ+ Friendly
  • Resources
    • Financial Planning (Right Capital)
    • Statements & Tax Documents (Fidelity)
    • Quarterly Reports (Orion)
    • Download Documents (Orion)
    • Upload Files
    • Crunching Numbers
    • Form ADV 2A Disclosure
    • Form CRS
  • Insights
    • Blog
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    • Events
    • FAQs
  • Careers
  • Contact Us
Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

7B Emery Lane
Stratham, NH 03885

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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