It’s mid-2021. Just as we’ve finally landed on quiet shores, completely exhausted by the pandemic, we are being dragged back out to sea to navigate one of the most complex financial markets in recent memory… maybe in our history. The markets have been hit by a series of complex influences; inflation, highly speculative trading, political […]
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How we maximize your retirement savings with family tax bracket management
When clients begin working with us, they often ask the same two retirement questions. “Will I make it?” and “Do I have any financial blind spots?” They’re not alone. Most people, maybe even you, have had the same concerns about the future. That’s why, at Unified, we have developed a unique process when it comes […]
Have you ever made a mistake? I’ll bet your financial advisor has.
Be honest. We all make mistakes the first time we do something. Mistakes are how we learn and reach our goals. Most of the time we get a second chance while armed with everything we learned the first time around. We learn from our experience and when we don’t make the same mistake twice, it’s […]
Will my money last as long as I do?
If you don’t know the answer to this question, please know that you are not alone in your uncertainty. We meet so many people who are clearly not comfortable thinking about their future, much less planning for it. On the flip side, some never stop worrying about what will happen when they get older—scrimping and […]
Announcing our new strategic alliance with Winthrop Wealth
We are proud to announce we have finalized a strategic alliance with Winthrop Wealth, a registered investment advisor in Boston, MA. Read more…
