Tremont First Financial Services

08/31/2026

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...

08/28/2026

☀️Summer is for making memories - and our team has been doing just that! From relaxing getaways to family adventures, we're sharing a few snapshots from our summer vacations.📷🌴

We hope you've had a summer filled with plenty of fun, sunshine, and time with the people who matter most. Now, back to helping our clients make the most of their financial future!💚

08/26/2026

It's Wealth Tip Wednesday!

Use this handy QR code for our retirement calculator to calculate how much income you may need in retirement.

Not sure on all of the answers? Give us a call to set up an appointment. We can help fill in the gaps to find a plan that fits you best!

08/24/2026

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...

08/22/2026

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

08/21/2026

Melody had an impactful day of learning, connection, and growth at her latest advisor training retreat. They spent the day discussing how to help clients plan not only for their financial future, but for the legacy they want to leave behind.

Thinking about the legacy you want to leave? Our team is here to help you build a plan for the future.

08/19/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/17/2026

Stocks were mixed over a sleepy summer week, as cooling inflation lifted markets while sluggish retail sales nipped at investor sentiment. The Standard & Poor’s 500 Index added 0.36 percent, while the Nasdaq Composite Index edged up 0...

08/14/2026

Happy Financial Awareness Day! Life is busy and full of tough decisions. Let us help you plan your financial future so that it takes one thing off of your plate.

Because "adulting" is hard! We make it easier😊.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

08/12/2026

It's likely you've heard about Trump accounts, but maybe you're unsure of what they are. Here’s a recap of what’s known about the accounts:

🏦Trump accounts are custodial-style traditional IRAs for minors. The account is owned by the child but administered by an adult.

🏦Trump accounts have been available since July 4, 2026, for newborns born between January 1, 2025, and December 31, 2028.

🏦The Treasury intends to set up the accounts initially. Rollovers to financial institutions may be available after launch.

🏦A one-time $1,000 government contribution is offered for American children. Additionally, contributions can come from individuals, employers, and charities up to $5,000 each year.

🏦There are no withdrawals before age 18. After that, traditional IRA rules apply.

See the graphic to learn more!