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How To Make a Financial Plan: Joe's Guide
In todayās dynamic financial landscape, making well-informed decisions about your money goes far beyond simply following a set of āgreatā...
Joe Boughan
Apr 612 min read
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Fisher Investment vs. Boutique Independent Advisors: A Guide to Choosing a Financial Partner
Introduction Choosing the right financial advisor is one of the most important decisions you can make for your long-term financial...
Joe Boughan
Mar 3011 min read
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The Ultimate Money Plan? Tony Robbins Financial Books
Tony Robbins is a name synonymous with personal development, known for his New York Times best-selling books and life-changing...
Joe Boughan
Mar 107 min read
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Coast 101: Financial Planning for IPO, Employee Stock Options, RSUs
Navigating the complexities of retirement planning is much like running a marathonāit requires endurance, careful pacing, and a...
Joe Boughan
Feb 259 min read
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Advisor's Bookshelf Top Reads
Every year, I make it a priority to read at least one book per month to broaden my understanding of economics, financial markets, and...
Joe Boughan
Feb 111 min read
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Special RTX Employee Post: RTX Pension
Special Blog Post for RTX and Raytheon Employees that need to evaluate their retirement planning.
Joe Boughan
Jan 275 min read
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Understanding the Cost of a Financial Advisor
Planning for your financial future is one of the most important decisions youāll make, especially as you approach retirement or work to...
Joe Boughan
Jan 205 min read
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Is $2 Million Enough to Retire Comfortably?
A recent study from Northwestern Mutual found that the average American thinks they need around $1.46 million to retire. That suggests $2 mi
Joe Boughan
Jan 84 min read
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Lessons from Retirement Income Certified ProfessionalĀ® Program
Retirement is about more than just numbersāit's about securing your future and creating the freedom to live the life youāve envisioned....
Joe Boughan
Dec 16, 20244 min read
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How much stocks should I have in my portfolio?
How much stocks should I have in my portfolio? The age-old question for investors. It's a pretty significant decision as much as 90% of...
Joe Boughan
Nov 26, 20245 min read
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Is the Market Heading for a 1929-Style Crash?
The idea of a looming market crash as catastrophic as the Great Depression gets thrown around every now and thenāwhether itās dramatic...
Joe Boughan
Nov 18, 20245 min read
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Should I S&P and Chill? Tips for investment
Todayās topic dives into something that may surprise you. Many of us have heard that putting everything in the S&P 500 and chill and...
Joe Boughan
Nov 10, 20244 min read
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"Lifetime Income Strategy" for RTX 401(k)
For Raytheon Technologies employees, the Lifetime Income Strategy Fund offers a unique retirement planning option within the RTX 401(k)...
Joe Boughan
Sep 21, 20246 min read
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How does "Onshoring" Impact investments?
In today's rapidly shifting economic landscape, the concept of onshoring has emerged as a significant global trend with far-reaching...
Joe Boughan
Aug 30, 20244 min read
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The Risks of Concentrated Employee Stock
Introduction If you're an employee at a public corporation, you may be holding a significant portion of your retirement savings in...
Joe Boughan
Aug 23, 20245 min read
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Understanding Market Volatility History
Investing in the stock market is a journey filled with ups and downs, and understandings market volatility and these fluctuations is...
Joe Boughan
Aug 16, 20244 min read
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How much should I be saving? Insight from Shaq
Welcome to the Parkmount Financial Partners blog! My name is Joe Boughan, a CERTIFIED FINANCIAL PLANNER⢠Professional dedicated to...
Joe Boughan
Jul 2, 20244 min read
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What Should I Do If I Just Received a large financial windfall?
Receiving a substantial windfall like $1.5 million inheritance or business sale or even lottery winning is a life-changing event, and...
Joe Boughan
Jun 14, 20244 min read
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How to think about Minimizing Taxes on Your Retirement Plan
As a certified financial planner (CFP Ā®) professional in the Boston area at Parkmount Financial Partners LLC, I've worked with many...
Joe Boughan
May 10, 20244 min read
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Are Annuities the Right Choice for Your Retirement Plan
When planning for retirement, many residents face the challenge of ensuring a stable and secure financial future. At Parkmount Financial...
Joe Boughan
Apr 29, 20244 min read
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