Financial Education Resources

Who doesn’t love a good influx of cash from a nice bonus!? The thing many people often don’t think about is the tax implications of bonuses… Let’s talk some of the tax strategies that can help mitigate a surprise tax bill or tax penalty.

Have you received a Voluntary Separation Package (VSP)? We know of a few people who have recently and it sure can bring up a lot of questions, the biggest one being, “Do I have enough money to retire?” But there are other questions and considerations to take into account, including the hardest one, “Am I ready to retire?”

Mari Fries, CFP® EA August 14, 2026 As my spouse and I drive to drop our daughter Zoe off at college, I can’t help but reminisce about my own college drop-off: the trips back and forth to the car as we unloaded my belongings and transformed a small, unfamiliar room into a home.  Some things [] The post The Credit Card Tables Might be Gone, but the Financial Trap Isnt appeared first on ProsperiTea Planning - Greenfield, MA .

The money can be in perfect shape while retirement still feels off. What the research says about the transition, and what the happiest retirees do differently.

529 or UTMA for a grandchild? How grandparents can fund education and more, plus the financial aid rule change and gift tax limits families often miss.