The Cabot Advisor Blog

Retirement Planning

Sole Proprietors and Small Business Owners

You may still be able to decrease your 2016 tax liability. “Even though we’re well into 2017 and the April 17 tax filing deadline has passed, those with self-employment income and small business owners may still have the option to manage their tax liability by simply making a contribution to a retirement plan. Even better, […]

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5 Tips for Retirement Planning

Written by Greg Stevens, CFP®, CRPS®, Principal, Senior Wealth Advisor   Preparing for a comfortable retirement is the number one goal of most of our clients. Dreams of spending carefree days without a schedule, or stresses of work, is very appealing. In reality, transitioning from the asset “accumulation” phase of your life to the asset […]

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