Amy Madden, Financial Advisor at Baystate Financial

10/25/2026

Brad Marchand is always prepared—some might say overprepared. Let's start getting you ready for whatever lies ahead.

10/24/2026

What are the key steps of financial planning? Here are six to consider:

1. Identifying and defining your goals (realistic and specific goals)
2. Gathering your financial information (providing qualitative and quantitative information, helps to get organized)
3. Reviewing your current financial status (discovering strengths/weaknesses/opportunities within your current course of action)
4. Developing recommendations (personalized to help meet your goals)
5. Implementing agreed upon changes to put your plan into action
6. Monitoring and updating your plan regularly and as needed

10/23/2026

MassMutual's look has evolved over the years, but their purpose remains the same. I'm proud to bring that foundation to my work with you.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4BlvDda

Ready to start building your plan? Reach out today.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/21/2026

You’re in business for yourself—but with Amy Madden, never by yourself. ​

Learn more at https://bit.ly/3VLhAgZ

10/20/2026

Financial decisions rarely impact just one person. Whether you’re helping support loved ones, preparing for future education expenses, or thinking about the next generation, creating a financial strategy can help bring clarity and confidence. Let's connect.

10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/4i3ovcI