Blackstone Valley Wealth Management
Blackstone Valley Wealth Management provides highly personalized financial planning and wealth management services to individuals, families, businesses and trusts. We are an owner-managed firm in Hopkinton, Massachusetts and work with a select number of discerning clients to provide highly personalized service.
We strive to provide a concierge level of client service, customized solutions through transparent, unbiased advice. We spend the time with each client to fully understand their financial needs and construct a plan that is unique and specific. It is our belief that the key to a successful client relationship lies in the quality of the individuals who represent our firm.
All advisors at Blackstone Valley Wealth Management are all CERTIFIED FINANCIAL PLANNERSTM.
The CFP® certification process, administered by the CFP board, identifies to the public that those individuals who have been authorized to use the CFP certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There are common mistakes you can avoid when saving for retirement.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.