The IRS has just announced that MA taxpayers who claim standard deductions do not need to report the state tax refund as taxable income when they file their federal tax...
Federal Tax Decision on MA Excess Tax Revenue Refunds
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Updates & Insights
Bulletins
Please join us in welcoming David Manteau, CFP®, CFA
We are thrilled to announce that David Manteau joined Colman Knight this month and will specialize in Financial Planning Analysis and Investment Management services. David...
Increases in Long Term Care Insurance
Dear Clients, In consideration of those who own LTC insurance protection, we know you might be receiving disturbing notices about premium hikes. We are available for a...
Newsletter: March 2023
What is your familiar tax preparation experience? “Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that...
Newsletter: February 2023
Our Most Valuable Investments For February, we explore measurements of our values of: Relationships: Reflections on our personal investment practices, inspired by the...
Newsletter: January 2023
Secure 2.0 Act & Tax Tips The intention of the measures of the Secure 2.0 Act is to strengthen the retirement system and Americans' financial readiness for...
Market Updates
Did We Just See an Inflection?
The market took off on Thursday after the best inflation read that we have gotten all year. Find out why this could have a large impact on how the market behaves the rest of...
Uncertainty is Becoming Certainty
Big week of earnings with the largest tech companies all reporting and it was a mixed bag. There are lots of signs of the economy slowing which could bring some continued...
Are You Sick of Inflation Yet?
No one had a worse week in the market than Jerome Powell and the Fed. All of their policy decisions have seemed to have very little impact on the inflation data. In this...
A Rich Blog
Average Retirement Savings by Age
The statistics on average retirement savings caught our attention. We thought you might appreciate seeing how your savings compare to the averages. According to Fidelity,...
The IP Case of the 21st Century –
IRS vs. The Estate of Michael Jackson For many reasons, the Michael Jackson estate tax case will affect us all. First, it is one of the first Intellectual Property...
The Many Myths Swirling Around Retirement Planning
I am always amazed about the dire perspective many professionals take concerning Americans’ retirement resources. They sternly warn that Americans are truly unprepared when...
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