Great Points

In today's Episode Matt discusses how to prepare for the home buying process.  What you should do if you are unable to get to the full 20% down payment or, if you have the money available, is it better to put 30% down?  When it comes to buying a house there is not a right strategy for everyone but there is a right strategy for you.  

On today's episode Matt discusses estate planning which is wills, trusts and the things you need to protect your wealth.  He talks about ho to make sure you leave your children enough money if you want them to receive your inheritance.  
For more information on how to plan for this and discussing the inevitable, Matt has an episode in season 1 titled "Addressing the Inevitable."
Stay tuned for another episode dropping later today!

On today's episode, Matt discusses how to navigate retirement and setting retirement goals for yourself.    Not only does this episode cover how to plan for retirement, but also the most common mistakes people make when they start to think about retirement.  

On today's episode of Great Points, Matt discusses all things college planning and paying for college.  He gives three different options for establishing your goals as well as tips if you are already in the college paying process.  

Happy 2022 everyone! On today's episode Matt gives tips on how to navigate personal financial New Years resolutions through smart goals. 

On today's episode Matt has his business partner Peter Disch on as a guest.  Peter Disch, CFP® is the Founder and Managing Member of Great Point Wealth Advisors located in Boston, Massachusetts.  For more information on Peter or Great Point Wealth Advisors visit: https://www.greatpointwealth.com/

On today's episode Matt interviews Adaias Souza owner of the Danvers Pillar to Post home inspection company.  Matt asks Adaias questions on protecting the value of your home during the home inspecting process.  For more information please visit https://adaiassouza.pillartopost.com/

In today's episode Matt explains what marginal tax and that it is defined the tax rate you pay on an additional dollar of income.  This can be confusing for many so Matt breaks it down for us to understand.

On today's episode Matt gives us some insight on savings bonds.  What to do when you receive them and how they work when they accrue interest over time.   For more information or to search for your bonds  go to  https://www.treasurydirect.gov/

On today's episode, Matt gives out advice on Giving Tuesday and how to handle giving to charities especially if you do not have excess funds.