Individuals & Families

The "Individuals & Families" category offers guidance on personal financial planning, wealth management, and long-term security. Topics include retirement planning, tax strategies, insurance, and saving for major life events. Our goal is to help clients make confident decisions for a stable and fulfilling financial future.

Why Your Investment Advisor and CPA Need to Talk The Hidden Cost of Siloed Financial Advice

Discover why siloed financial advice can cost high-net-worth families millions. Learn how integrated planning between...

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Bill Clement

A financial advisor discussing tax planning strategies with a business owner in a modern office. A laptop screen displays tax reduction charts and financial growth projections.

Massive Tax Cuts Coming in 2025? What Business Owners and Investors Need to Know Now

Breaking Tax News: A new House budget plan could deliver the biggest tax breaks in...

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Bill Clement

Accountability of your Personal Finances

Building a personal portfolio of valuable assets through hard work and dedication is a truly...

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Bill Clement

Getting Ready to File Your Tax Returns

The IRS recently announced January 23rd as the official start to the 2023 tax filing...

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Shaun DaCunha

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Happy Veteran's Day and thank you to our brave servicemembers!

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Southcoast Financial Partners

Massachusetts Taxpayer Refunds Update

On November 1st, Massachusetts Department of Revenue began distributing tax refunds in accordance with Chapter...

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Shaun DaCunha

Real Estate Investing – How Material Participation Can Reduce Your Taxes

Real Estate Investing – How Material Participation Can Reduce Your Taxes When done right, real...

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Bill Clement

To Refund or Rollover – Don’t be a Piggybank

When filing your #taxes, you may end up in a position where your total tax owed...

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Southcoast Financial Partners

The Tax Reporting Challenges of Crypto

Cryptocurrencies continue to become more widely accepted as payment for goods and services, and remain...

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Southcoast Financial Partners