Boston Retirement Group, LLC Doug Padden & Patrick Nee, Wealth Advisors

07/17/2026

Required minimum distributions can look simple on paper.

Then the questions start. Which accounts require one? Can withdrawals be combined? What happens if you’re still working or inherited the account?

Get the basics before those decisions land on your calendar:

Understand required minimum distributions (RMDs). What is the RMD for IRAs? What is the RMD for Roth IRAs? And What is the RMD for 401(k)s?

07/15/2026

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and taxes to plan for.

For many women, that planning window may stretch even further, especially if they outlive a spouse and later have to manage retirement income and financial decisions on their own.

Longevity, retirement income, and taxes all belong in the same conversation.

See what may need more attention over a longer retirement:

Imagine planning for decades to help secure your financial future, only to watch a substantial portion of your savings disappear to unexpected taxes after

07/14/2026

A war, an oil spike, and a 9% pullback gave investors plenty to worry about.

Then stocks rallied back to new highs, and the S&P 500 closed the first half with a 10.2% gain.

The headline return only tells part of the story. Inflation pressures broadened, software moved against the market, and AI reached into value, international, and small-cap stocks.

See what six charts reveal about the market beneath the index:

What a first half it’s been. We had a war, an oil spike, a 9% pullback, a furious rally, a bull market that keeps getting called old, and an AI trade that

07/10/2026

You’ve built your wealth over time.

Deciding how and when to pass it on can be more complicated than it looks.

A lifetime gift may help shift future growth to the next generation. An inheritance may offer different tax treatment. And in either case, family readiness matters.

The timing depends on more than generosity. It depends on control, taxes, basis, and what your family is prepared to manage.

You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s

07/08/2026

A life insurance policy can stay the same for years.

Your life usually doesn’t.

A home, a family, a growing income, or a business can all change what your coverage needs to protect.

If your life looks different than it did when you first bought a policy, it may be worth thinking through whether that coverage still fits.

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance

07/06/2026

Stocks closed out a strong first half of 2026.

But the story underneath is not quite as simple.

The labor market has stabilized, consumers are still spending, and inflation continues to pressure real wage growth.

For investors, the second half may come down to more than market momentum alone.

Well, that’s a wrap on the first half of 2026. After all the handwringing this spring over the Middle East, oil prices, and the Fed, the S&P 500

07/04/2026

Wishing you a safe and joyful Independence Day as we celebrate 250 years of our great nation!

07/03/2026

A retirement plan can look fine on paper.

Then real life starts testing it.

Healthcare costs run higher than expected. Taxes change the math. Income decisions become more complicated than they looked from a distance.

Knowing the common trouble spots can help you ask better questions before retirement gets closer.

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

07/01/2026

The retirement mistakes that matter most aren’t always the obvious ones.

They’re often the assumptions that quietly make their way into the plan.

Expenses will drop. Healthcare will be manageable. Social Security will cover enough. Family support will fit neatly into the budget.

Don’t wait until retirement to find out which assumptions need a second look.

You’re about to approach one of the biggest milestones in your lifetime: retirement. For many retirees, this is a momentous event that gives you much

06/30/2026

A down week for stocks doesn’t always tell the whole market story.

Last week, the S&P 500 slipped, but the weakness was mostly tied to large cap tech. Other areas of the market held up better.

That matters in a market where AI has been doing so much of the heavy lifting.

For investors, the useful question may be how to stay aware of the momentum without letting one theme dominate the picture.

The S&P 500 fell all five days last week, losing nearly 2%, and is currently down seven of the past eight days. After a historic 15% gain in April and