Twelve points Blog

Investment & Tax Strategies Go Hand-in-Hand

The practice of Personal Financial Planning is endlessly fascinating and complex, with the various planning areas (including: Investments, Income Tax, Retirement, Estate Planning, and Insurance) being interconnected. It could be argued that no two planning areas

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Behavior Gap

Ever been struck by an idea that you just needed to get down on paper, but all you had on hand was a cocktail napkin and a sharpie? Well, that’s what happened to Carl Richards, a Certified Financial Planner™ and director of investor education for a community of independent

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Event Announcement: Love At First Start

Co-founder and Wealth Advisor Francesca Federico will be hosting a discussion panel in partnership with Tomorrow’s Women TODAY. “Love At First Start” will feature women entrepreneurs and CEOs of Boston-area companies and takes place

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