News and Insights
Striving to inform and educate you on managing your wealth. As your life continues to move forward, let’s make sure your money grows with you.
Is Your Advisory Business Market-Ready? Nick Giacoumakis Discusses Succession Planning Options in PLANADVISER
In a recent guest post in PLANADVISER, our founder and principal Nick Giacoumakis discusses the most common succession planning options for retirement plan advisers. According to the Alliance of Merger & Acquisition Advisors, more than 80% of business owners...
read moreATM Cards vs. Arcade Cards: A Lesson in Financial Literacy
Let’s talk about what scares me. I’m terrified that my kids don’t have any concept of money. It’s distant, intangible. They don’t understand what it looks like to open a wallet and hand over cash, or the artform that is balancing a checkbook. My kids are growing up in a cashless, credit card society. They associate money with a plastic card that you swipe at the register so you can leave with whatever goods you want.
read moreSpring Cleaning: Last-Minute Tax Savings Strategies Before April 15
The arrival of spring brings the sounds of birds singing, bursts of daffodils and thoughts of warmer weather, but for many it can also be a harsh reminder that the 2018 income tax filing deadline is just a few weeks away. For those looking to reduce a 2018 tax bill...
read moreFox Business Features President & Founder Nick Giacoumakis
Last week, our President and Founder Nick Giacoumakis was featured on FBN:AM providing insight into how ongoing trade negotiations are impacting investor confidence, and how other factors are driving the recent market rally. During the...
read moreDon’t Fight the Fed: Nick Giacoumakis Appears on TD Ameritrade Network’s ‘Market On Close’
Last week, our President and Founder Nick Giacoumakis was featured on TD Ameritrade Network’s “Market On Close.” During the appearance, Nick was asked to weigh in on the Federal Reserve (Fed)’s recent policy reversal, the nature of the 2019 market rally and Q4 retail...
read moreThe Small Business Marathon: Training and Planning for a Successful Finish
Experienced runners would never embark on a marathon without adequate training. Taking on this physical and mental long distance feat shouldn’t be entered into lightly and without defined strategies for how to cross the finish line. The same can be said for the...
read more2019 NEIRG Financial Planning Guide
Our 2019 Financial Planning Guide includes a review of conditions that may impact tax planning, retirement planning, estate planning, risk management, cyber security, and saving for higher education.
read more2019 NEIRG Market Outlook
At New England Investment and Retirement Group, we offer our annual market outlook to help educate and inform our clients.
read moreRestricted Social Security Application
As we approach the end of the year and focus ahead on 2019 financial planning needs, we wanted to remind you of an important planning tool which will soon be phased out.
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