Jay Abolofia, PhD, CFP® is a fee-only, fiduciary & independent financial planner in Waltham, MA serving clients in Greater Boston, New England & throughout the country. Lyon Financial Planning provides advice-only comprehensive financial planning for a flat fee to help clients in all financial situations.
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How Social Security Works and What to Know About Its Future
Without reform, Social Security will soon be unable to fully meet its obligations to beneficiaries. Given the financial standing of the program, here is what you can expect in the future.
Should You Contribute to Traditional Or Roth Accounts?
The decision to contribute to Traditional or Roth accounts depends on comparing your current vs post-retirement income tax rates. In some cases this may be straightforward. In others, not so much.
How to Invest in Your 401k
Managing your retirement savings plan is a critical task for securing your financial future. Using these straightforward criteria for selecting among investment options in your plan, you’ll be able to construct a sophisticated, yet simple and inexpensive, portfolio you’ll be happy with for years.
How to Enhance Your Finances During a Pandemic
The impacts of COVID-19 extend well beyond your finances. That said, there are a variety of things you can do now to improve your current and future financial situation. Here is a list of ideas to consider, along with relevant resources.