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Working Professionals

Working Professionals

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
Team Member Spotlight Series – Kyle Labelle, CFP®
Team Member Spotlight Series – Kyle Labelle, CFP®
By Connor CossettePublished On: April 18, 2025Categories: Working Professionals
Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099
Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099
By Evan MarquisPublished On: April 11, 2025Categories: Investments, Taxes, Working Professionals
Is It Too Late to Lower My 2024 Tax Bill? Last-Minute Tax Saving Tips for High Earners and Business Owners
Is It Too Late to Lower My 2024 Tax Bill? Last-Minute Tax Saving Tips for High Earners and Business Owners
By Kyle Labelle, CFP®Published On: April 4, 2025Categories: Taxes, Working Professionals
Should I Take RSUs or Stock Options? How to Choose the Right Job Offer
Should I Take RSUs or Stock Options? How to Choose the Right Job Offer
By Kyle Labelle, CFP®Published On: March 27, 2025Categories: Investments, Taxes, 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