Financial Advisor Blog

Articles are about big issues affecting readers, individual or corporate.

403b TSA Planning for Teachers and Administrators in Massachusetts

403b TSA Planning for Teachers and Administrators in Massachusetts

By: Tim Hayes Financial Advisor - posted in: Financial & Retirement Planning - Last updated Dec 8, 2018

For the past 26 years, I’ve had the pleasure of providing financial advice to educators as their financial advisor for their 403b plans. During this time, I have accumulated a reservoir of knowledge on your retirement system, the social security offset/windfall elimination, 403b plans, and other financial issues specific to educators

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The Impact of Tax Cuts on Your State Income Taxes and Your Investment Strategy

By: Tim Hayes Financial Advisor - posted in: Investing - Last updated Nov 29, 2018

The big winners from the new congressional tax bill are corporations, which will see their tax rates reduced from 35% to 21% while keeping most of their deductions. However, second but little-talked-about winners are state governments, mainly in those forty or so states that align their tax codes with the federal system.

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