Priority Tax & Financial Planning

Priority Tax & Financial Planning Specializing in serving the tax & financial needs of small business service providers and professionals.

I am your Financial Compass, providing financial direction and guidance to help you met your financial goals. Whether you are an individual or a small business such as an sole-prop, LLC, S-Corp, or Partnership, I can help you get the most from your employer benefits plan, keep as much as allowed of your income and earnings through tax planning, protect what you already have against catastrophic lo

ss, plan for your retirement, and plan how to pass your estate to your heirs, to everyone's benefit. DISCLAIMER: Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com Priority Tax & Financial Panning and the above firms are independent and non-affiliated. Tax services are not offered through, or supervised by, The Lincoln Investment Companies.

09/02/2026

Kristen Bitterly, head of global Wealth at Work at Citi, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss retirement and how some become indifferent to planning.

08/31/2026

Homeowner lawsuits against home builders allege mold-related illnesses, while builders say the allegations are off the mark and costing them millions.

08/28/2026

Learn the signs of a "vacation hangover" and tips to ease the abrupt shift from relative freedom back into sustained attention, decision-making, and problem-solving.

08/26/2026

A briefing on what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

08/24/2026

Certain types of trusts can protect your assets from future claims of creditors and future lawsuits. Trusts that have this protective feature are often referred to as asset protection trusts. Setting up an asset protection trust is a preventative measure that can keep you from losing your possession...

08/21/2026

Inherited jewelry may carry deep sentimental value—but its financial value can be far less obvious, which is why an appraisal is often the first smart step.

08/19/2026

Warren Buffett’s “lucky monkey” analogy warns that a long winning streak can reflect chance rather than repeatable investing skill. What are the lessons for investors here?

08/17/2026

As the original latchkey kids, many Gen Xers learned early to rely on themselves—which may help explain why retirement can feel less like a reward and more like a challenge to identity.

08/14/2026

Americans are wealthier than ever by many measures—yet a majority still say the economy isn’t working for them. Can you relate?

08/12/2026

The "401(k) plan," the popular name for a qualified cash or deferred arrangement (CODA) permitted under Section 401(k) of the Internal Revenue Code (IRC), has become one of the most popular types of employer-sponsored retirement plans.

Address

20 Gatehouse Road
Amherst, MA
01002

Website

Alerts

Be the first to know and let us send you an email when Priority Tax & Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Priority Tax & Financial Planning:

Shortcuts

Share

Category