Artemis Financial Advisors, LLC

Artemis Financial Advisors, LLC Artemis is a Boston-based independent, fee-only wealth management firm serving private clients. To learn more, visit https://www.artemisadvisors.com/

At Artemis, we offer highly personalized financial planning, sustainable investing, and wealth management services operating as an independent, fiduciary, and fee-only firm. Our clients receive the same expertise found in large institutions but accompanied by the degree of care and individual focus only a boutique advisory firm can provide.

12/18/2024

We are excited to share the news that we have joined Beacon Pointe Advisors! For future news and updates from our team, please like/follow Beacon Pointe Advisors.

12/18/2024

/PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") introduces its latest acquisitions of Artemis Financial Advisors ("Artemis") based in Boston, MA, and...

Business tax deadlines are right around the corner!If you are a business owner, your tax filing deadlines are:✅ April 15...
02/14/2024

Business tax deadlines are right around the corner!

If you are a business owner, your tax filing deadlines are:

✅ April 15th for C corporations
✅ March 15th for S corporations and partnerships for calendar-year businesses. Fiscal year businesses need to file by the 15th day of the third month following the close of your tax year.

Given this is the month of love, I wanted to take this opportunity to address a common financial question that couples h...
02/12/2024

Given this is the month of love, I wanted to take this opportunity to address a common financial question that couples have: "Do we need a joint bank account?"

Every relationship is unique, so decisions like these are deeply personal, but there are some considerations that may help you make this decision.

Swipe through to read a few key advantages and disadvantages of shared bank accounts ➡️ And feel free to share this information with any people in your life planning their own “I Do”s ❤️

The financial landscape has evolved quickly in the last couple years. One change has been a remarkable surge in annuitie...
02/09/2024

The financial landscape has evolved quickly in the last couple years. One change has been a remarkable surge in annuities.

Wondering if an annuity could be right for you? Swipe through to learn more about two common types of annuities ➡️

Student loan interest rates rise again!Interest rates on federal student loans increased for the 2023-2024 school year a...
02/09/2024

Student loan interest rates rise again!

Interest rates on federal student loans increased for the 2023-2024 school year and now stand at their highest levels in more than a decade. Since 2020-21 alone, rates on undergrad loans have doubled from 2.75% to 5.5%, while parents have seen rates jump from 5.3% to 8.05%. These rates remain in effect for the life of the loan. Higher loan rates translate into higher monthly payments after college, when newly minted graduates can least afford them.

Have you reviewed your retirement plan beneficiaries lately? You can avoid unintended consequences by updating beneficia...
02/08/2024

Have you reviewed your retirement plan beneficiaries lately? You can avoid unintended consequences by updating beneficiary designations of your 401(k), 403(b), annuity, pension, and IRAs to account for life changes such as marriage, divorce or the death of a spouse or listed beneficiary. While you’re at it, review the beneficiaries listed in your will and taxable accounts! www.artemisadvisors.com

January featured mixed inflation data, strong jobs growth, and a Fed cautioning against rate cuts in March. Swipe to see...
02/07/2024

January featured mixed inflation data, strong jobs growth, and a Fed cautioning against rate cuts in March. Swipe to see an overview of the key developments set to impact Americans in the month ahead ➡️

📢 Important news regarding estate planning! The estate tax exemption is set to change in 2026 because of the sunsetting ...
01/29/2024

📢 Important news regarding estate planning! The estate tax exemption is set to change in 2026 because of the sunsetting provisions in the Tax Cuts and Jobs Act (TCJA).

Though 2026 might feel like it's in the distant future, it's crucial to start planning now. These changes are significant, and even if Congress ultimately steps in to tweak or extend the current rules, preparing now is key.

Swipe through for the details on how this could affect you ↩️ Have questions? Let me know.

2023 was quite the year for the U.S. financial markets! Here's a little recap I put together of last year’s key developm...
01/26/2024

2023 was quite the year for the U.S. financial markets! Here's a little recap I put together of last year’s key developments and an outlook of what may be to come in 2024.

Swipe through to learn more ➡️ and spread the knowledge by sharing this post with your network.

It’s possible the headlines surrounding the SEC’s approval of spot Bitcoin ETFs left you with some questions, such as … ...
01/24/2024

It’s possible the headlines surrounding the SEC’s approval of spot Bitcoin ETFs left you with some questions, such as … “What’s a spot Bitcoin ETF?”

If that’s crossed your mind, you are not alone in wondering this.

Swipe through each image for an overview of what happened and what it means for the average American ➡️

Have other investing questions? Reach out to me anytime.

Did you know? The IRS is making a significant inflation adjustment in 2024, allowing you to contribute more to your Heal...
01/23/2024

Did you know? The IRS is making a significant inflation adjustment in 2024, allowing you to contribute more to your Health Savings Account (HSA) than ever before! This is the largest increase since HSAs were introduced in 2004.

🔍 Here's what's changing:

Individual HSA limit: $4,150 (up from $3,850)
Family HSA limit: $8,300 (up from $7,750)
Bonus for those 55+: An additional $1,000 saving option!

🤔 Got questions or want to discuss how this impacts you? Don't hesitate to reach out.

Address

115 Newbury Street, Suite 302
Boston, MA
02116

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16175422420

Website

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