The Cabot Advisor Blog

Announcements

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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2016 Cabot Conference Recap

THANK YOU to those who attended this year’s annual conference. For us, it’s not just a conference; it’s a community. Our event brings people together in ways that allow them to share experiences and solve both common and complex problems. We strive to bring you together, a community of accomplished individuals who work hard to […]

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2016 Cabot Scholarship Recipient

We are proud to announce that Edward Duran, Jr. is the 2016 Cabot Scholarship recipient. This award is given to a deserving Salem High School senior who displays an interest in pursuing a future in finance. Edward was nominated by his teacher, Virginia LeBlanc. Since math is his favorite subject, Edward took the “Investing Your Money” […]

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