Sara's Posts 4/4

top of page

Home
About
Process
Our Pricing
Services
Book A Meeting
Login
Blog
More

Use tab to navigate through the menu items.

Tax-Smart Planning Strategies

Tax-Smart Planning Strategies

Tax-Smart Planning Strategies

Feb 24, 20234 min read

It’s Here: What You Need to Know About SECURE 2.0

Feb 24, 20234 min read

Roth IRA Conversion Fact Sheet

Feb 24, 20233 min read

All
Goal Planning
Semi-Retirement
Life on Purpose
Cash Flow
Education Planning
The Market
Risk Management
Retirement Planning
Medicare/Medicaid
Business Planning
Aging
Tax Planning
Personal Finance
Estate Planning
Investment Planning
Home
Spending & Saving
Market Update
Market Thoughts
Employee Benefits
Dan's Posts
Sara's Posts
COVID-19
Healthcare
Employee Benefits
Cyber Safety

Search

How to Manage your Money in a Gig Economy

Sara Kappos, CFP®, CCFS®

Jun 6, 20194 min read

How to Manage your Money in a Gig Economy

Time for a Mid-year Investment Check

Sara Kappos, CFP®, CCFS®

Jun 6, 20193 min read

Time for a Mid-year Investment Check

4

CONTACT

36 Cordage Park Circle, Suite 328, Plymouth MA 02360
Phone: 617-471-6800 | Fax: 617-471-1177

First Name

Last Name

Email

Subject

Write a message

Thanks for submitting!

WEALTH MANAGEMENT

Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.

P: 617-471-6800

36 Cordage Park Circle

Suite 328

Plymouth, MA 02360

MENU

Home
About
Process
Our Pricing
Blog
Services
Learn
Book A Meeting
Contact
Login

SOCIALS

Check out the background of this investment professional on FINRA's BrokerCheck >>

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, TX, WI, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services and College Planning services offered by Blue Hills Wealth Management and College Funding Solutions are separate and unrelated to Commonwealth.

Copyright © 2024 Blue Hills Wealth Management. All rights reserved.

bottom of page