- Twelve Points Wealth
- Twelve Points Retirement
- Twelve Points Business
Not sure where to start? Read more about Twelve Points’ Suite of Services.
Not sure where to start? Read more about Twelve Points’ Suite of Services.
Throughout college, every student has a different level of financial independence. Whether you are supported by family, a part-time job, student loans, or any combination of the three, after graduation and becoming a young professional, the safety net tends to disappear.
When you hear about the Federal Reserve it may be hard to imagine that their actions have a direct affect on you. The truth of the matter is that their policies, including those related to interest rates, are felt all the way down to the consumer level, for better or for worse.
Filing taxes can be an intimidating process and in the stress of it all, sometimes we can forget to do the obvious or skip over the basics, making it even harder on ourselves. If you file your own taxes the following three simple tips can save you time, headaches and even money in the long run.
Most people pride themselves on being the breadwinner for their family. They achieve great satisfaction from working hard to meet the financial needs of their spouse and children. These days, in many cases, both spouses share the responsibility of earning to support their kids.
Over my nearly twenty years in the financial services business I have seen countless instances where a failure to review and monitor life insurance policies has led to a rude awakening for a person or, worse yet, their family. Sadly, many individuals operate under the mistaken belief
While financial planning and investing services are the most prominent aspects of wealth management it’s important to note the smaller steps on the path to financial success. It is essential clients have their personal documents in order before financial planning occurs.
Financial document storage and organization can be overwhelming, especially when considering the choice between physical or cloud storage. We refrain from throwing anything away because we never really know when we might need to reference a certain document, and getting a new copy is often a time consuming inconvenience.
Few assets can bring a family together like a second home. Whether it is beachfront property on Cape Cod or a house on Lake Winnipesaukee, the second home is a source of tremendous joy for many families. Imagine all of the time spent at the beach, skiing or simply sitting
Good relationships are built on trust and communication. While this rings true for how you interact with your significant other, it also applies to your relationship with your financial advisor. The recent volatility in the market put relationships between advisors and their clients to the test
The current economic environment has caused many people to reconsider their personal finances and drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill good habits in your teens that can carry them
An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a few short years, but all too often this is exactly what happens
Damon Mill Square
9 Pond Lane Suite 3A
Concord, Massachusetts
01742 United States
| Phone: | 978-318-9500 |
| Fax: | 978-318-9505 |
| Email: | info@twelvepoints.com |
