The move will happen just after Labor Day. After several years of preparation behind the scenes, the merger of our custodian TD Ameritrade Institutional with Charles Schwab will complete its fina...
https://bluesparkfinancial.com/investing/whats-new-with-the-schwab-merger/
Once again we invite clients to join us in the beautiful Berkshires for an evening of food, wine, and music at Tanglewood. Founded in 1940, Tanglewood has established itself as one of the world�...
https://bluesparkfinancial.com/wine-finance-events/tanglewood-2023/
Since the pandemic began, disruptions in business activity have not been uniform across regions, and often have been different from one week to the next, based on damage done by local COVID-19 ou...
https://bluesparkfinancial.com/financial-planning/metrics-of-the-economic-recovery/
The latest stimulus was a $1.9 trillion (yes, trillion) emergency package, called the American Rescue Plan Act of 2021, which was signed into law on March 11, 2021. This includes payments to indi...
I was a new dad in the late 1990s, during a heady time in the stock market. Companies like Pets.com, e-Greetings, Red Hal, CMGI, Webvan all were hot, and all the other new parents talked about th...
https://bluesparkfinancial.com/financial-planning/different-this-time/
Financial Help via Webinars We are continuing our series of online free webinars for anyone who needs help during this pandemic and beyond. The next one is March 25 at 5:30pm, and all you need to...
https://bluesparkfinancial.com/financial-planning/financial-literacy-zooms-pro-bono/
Shelter-In-Place Offers Opportunity for Reflection: What makes us happiest? Our quarantines and shelter-in-place this year have been difficult for many, but it would be a shame not to use the cur...
https://bluesparkfinancial.com/financial-planning/three-questions-to-increase-happiness/
Tax Time, Tax Time It’s the season. Nobody likes it, but we can help you get organized. Let us know if you need help with your CPA’s questionnaire. 2020 was a tough year for many, with differ...
https://bluesparkfinancial.com/financial-planning/tax-time-tax-time/
Remember that there are no mandatory RMDs – “Required Minimum Distributions” — for the 2020 tax year, which is a Covid19-related reprieve. This applies to all IRAs, including Beneficiar...
https://bluesparkfinancial.com/financial-planning/a-note-on-rmd-changes/
Planning for Our Beloved Pets When We Die How do we make sure our beloved animals are taken care? In reviewing clients’ wills, I’ve seen many that are so well thought out that they include th...
https://bluesparkfinancial.com/estate-planning/estate-planning-for-pets/