When should you start thinking about your taxes? If the answer is April, you may already be too late to take advantage of some valuable planning opportunities.In this episode of Something More with Chris Boyd, Chris Boyd and Luke Bagley discuss why the final weeks of the year can be an important window for proactive tax planning. Rather than simply waiting to see what your tax return looks like, they explore strategies that may help you manage taxes as part of a broader financial plan.The conver

In this episode of the Wicked Pissah Podcast, co-hosts Cory Christiana, CFP®, and Kevin Williams, CFP®, CPA, are joined by Zach Donah, President and CEO of the New England Society of CPAs. Together, they discuss the state of the accounting profession and the important role that the New England Society of CPA's plays in supporting over 14,000 professionals. Zach shares his journey from state government to organizational leadership, while highlighting critical issues like advocacy, continuing educ

What should investors be watching as we approach year-end, and how should changing interest rates, market concentration, and uncertainty about future economic growth influence the way we think about portfolios?On this episode of Something More with Chris Boyd, Chris is joined by senior portfolio manager Brian Regan, CFA, MBA, for a timely discussion about the forces shaping today's markets. They examine the significant move higher in interest rates, the extraordinary influence of AI-related and

The Sagamore and Bourne Bridges provide access to and from all fifteen towns of the Cape Cod region, along with the Islands of Martha's Vineyard and Nantucket. However, of all the Cape & Islands communities, the town of Falmouth stands to be uniquely impacted by the Canal Bridges Replacement effort due to its close proximity to the Bourne Bridge, its relatively isolated geography, and the major regional employers whose operations are based in the town, including science and research organization

Your Social Security number is one of the most important pieces of personal information you possess, but do you know when it's actually appropriate to share it?In this episode of Something More with Chris Boyd, Chris Boyd is joined by Luke Bagley and Russ Ball for a practical conversation about identity theft, cybersecurity, and the growing sophistication of modern scams. What starts as a discussion about Social Security numbers quickly expands into a broader look at the tactics fraudsters use t

In this episode, Guy Ziriak, Sales Vice President at Simplicity Group, unpacks how advisors can seamlessly weave risk mitigation into a client's holistic roadmap. Learn how to address the "silver tsunami," navigate shifting product landscapes, and conduct client risk conversations. Co-host's Cory Christiana, CFP® (NEXTEN FP), and Kevin Williams, CFP® (Full Life Financial Planning), welcome returning guest Guy Ziriak, Sales Vice President at Simplicity Group. Industry Roots & The "Delivering th