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Strategies for Money & Finance

Financial Services

Regardless of your age, income or goals, having a financial strategy is always important. Allow our VIP Experts in Accounting, Financial Investment, Insurance, Estate Planning & Banking to answer your questions, so you’ll have a better understanding of how to plan for your future.

credit score, Residential Mortgage Services, Newburyport, MA

Monitor Your Credit Score & Improve Your Mortgage Rate

I left off last time talking about how important it is to “be prepared” with respect to having your credit in order prior to applying for home financing.  Your credit score is so critical to your qualifying loan options and corresponding Annual Percentage Rate (APR) I feel compelled to briefly revisit the topic given the […]
Tax Scams, Newburyport MA, Michael Capo, CPA

Avoid Tax Scams With Awareness Of IRS Process

Protect yourself, your family, and close friends against common tax scams.  Take the time to understand key facts that can help you know if you are being legitimately contacted by the IRS, or if you are being approached as part of a common tax scam.  Please read the links below and if you have any […]
Being Prepared with Residential Mortgage Services, Newburyport

Secure Your Dream Home By Being Prepared

Be prepared! A truly great motto, not only for the Boy Scouts of America, but also for anyone embarking on today’s new mortgage process. Through my own quest for Eagle Scout, the many rigors of the high school and college years, and on to gainful employment, marriage and raising a family, “being prepared” has always […]
Planning A Home Addition, Greene Construction, Newburyport MA

Planning a Home Addition in Newburyport

Have you outgrown your home but don’t want to move? Building an addition may be the right choice for you, especially if you love your neighborhood. Building a home addition not only adds to the value of your home, it will make it more desirable to buyers when you are willing to give up your 01950 zip code. […]
S Corp Advantages and Disadvantages, Newburport MA

S Corporation Advantages and Disadvantages

Frequently, this question arises whenever a client is just starting a business, or has been operating as a sole proprietor and may be wondering about the tax advantages of incorporating as an S Corporation.  Also, many clients assume it will be too costly or time-consuming to incorporate—but neither is the case.  The following is a brief […]
Blanchette Financial, Newburyport MA

Emergency Funds: Preparing for the Unexpected

You’ve probably heard how important it is to establish and maintain an emergency fund. Unfortunately, most people don’t fully realize this until a money emergency is upon them. Are you financially prepared for a leaky roof? How about a broken-down car? If you lost your job, how long would you be able to support yourself […]
Bentley's Real Estate, Newburyport MA

Prices Adjust with Increased Newburyport Housing Inventory

The Newburyport real estate market remains strong, but prices adjust with increased Newburyport housing inventory for the summer months, and Fall is starting to look the same. The area saw premium pricing during the Winter months due to the low inventory but the Spring and Summer markets have provided buyers with many more options.
Finding the best agent just got easier, Newburyport MA

Finding the Best Agent Just Got Easier

In partnership with Zillow and Trulia, RealTrends.Com is a national site that provides rankings of Real Estate Agent performance. They have been tracking Real Estate Agent performance at the agent, team, and brokerage level for the past eight years and provide consumers the data necessary to make an educated decision.
Turco Legal, Newburyport MA

Trends in Massachusetts Divorce Law: Equality and Structure

Divorce may seem like a modern issue.  That is, it sometimes seems like one of those problems with society that’s far worse now than it used to be.  Perhaps that’s because it’s the type of thing that nobody seems to discuss until it’s happening to them, especially not in a tight community like Newburyport.  Or […]
Arlene Keating LLC Newburyport MA

Cover Your Assets: An Ounce of Estate Planning Saves Tons of Probate Headaches

While unfortunately death is unavoidable, probate is not. Our firm is fully equipped to handle the probate process for our clients in MA and NH, but our focus is helping them to avoid probate altogether. We do this by evaluating each situation and putting the right estate planning tools to use, including:     Wills Durable Powers of Attorney Health […]
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