Twelve points Blog
Financial Planning for Millennials
When it comes to financial planning, many people learn about it the hard way. Even as adults, they get into trouble by not sticking to a budget, abusing credit cards, and not taking advantage of opportunities to acquire free money. By educating our youth
Manny Frangiadakis on What Differentiates TPWM from Other Firms
In December 2014, Manny Frangiadakis was interviewed as a guest on Radio Entrepreneurs. Hosts Jeff Davis and Peter Morrison spoke to Manny about why Twelve Points Wealth Management was founded
The Financial Planning Process
In an earlier blog post, I introduced our Behavior Gap series of articles, which use Carl Richards’ insightful Behavior Gap sketches to illustrate various financial planning and investment concepts. My earlier post brought attention to the wide gap between
Ribbon Cutting
We are thrilled to announce the official grand opening of our second location in Boston’s South End! To celebrate, we’ll be holding a ribbon cutting ceremony with the Boston Chamber of Commerce, of which we recently became a member.
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
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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