The Cabot Advisor Blog

Announcements

Succession Plan Announcement

Dear Friends,   It was November of 1983 when I set out to start a new company called Cabot Money Management, Inc. I was 27 years old and only a few years out of receiving my MBA from University of Massachusetts in Amherst. Like a great many people, I followed in my Dad’s footsteps (Carlton […]

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Registration Open for Annual Conference

Registration is open for our annual wealth management conference held on Friday, September 29, 2017. This half-day conference is held annually at the Hawthorne Hotel, one of the North Shore’s most historic hotels. Clients and attendees will gain access to insights and perspectives on the economic landscape, investment opportunities, cybersecurity education and strategies for managing […]

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Meet the Team

We are pleased to recognize and highlight the newest members of the Cabot Wealth Management team. Richard Moquin, EA, MST | Senior Tax Planning Advisor Rick is the newest member of our growing Wealth Management team and will work directly with clients to optimize tax planning as well as develop and analyze solutions related to […]

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Required Minimum Distribution Reminder

The IRS mandates that owners of retirement accounts (other than Roth IRAs) must take minimum distributions upon turning 70½ and each year thereafter. The penalty for not taking the required minimum distribution by the end of the current year, or by April 1, of the following year if you turned 70½ in in the current […]

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