A curated library — not a feed. Practical guidance on retirement income, helping aging parents, equity compensation, Massachusetts estate tax, tax planning, and how we manage investments, organized around the decisions families actually face.
Guidance for the years approaching and in retirement — income planning, RMDs, Roth conversions, Social Security, and tax-smart withdrawals.
Practical help for the sandwich generation — organizing a parent’s finances, RMDs, account consolidation, and coordinating wills, trusts, and powers of attorney.
Making sense of equity compensation — RSUs, stock options, employee stock purchase plans, and concentrated company stock as tax and risk decisions, not just investments.
Strategies for preserving and transferring wealth — Massachusetts estate tax, trusts (SLAT, QPRT, IDGT, ILIT), gifting, beneficiaries, and next-generation planning.
Tax-aware planning across the financial life — Roth conversions, QCDs, charitable giving, capital gains, and tax-efficient investing for retirees and families.
How we think about portfolios — risk-aware, tax-aware investment education, plus our ongoing market commentary and portfolio updates.
How to make the most of working with Stonehearth — account access, your financial portal, secure document sharing, and platform guidance for existing clients.
Already a client? Step-by-step help for account access and your financial portal.
The first conversation is about understanding your situation — not presenting a proposal. No preparation required.