Why Financially in Tune for financial planning and investment management?
Just as each New England season is unique, a financial strategy is tailored for each client’s specific circumstances. Financially in Tune is an independent, fee-only firm founded by Jeanne Gibson Sullivan, CFP®, who brings over 20 years of financial planning and investment management experience to creating and implementing financial solutions.
Financially In Tune offers a complimentary initial consultation. During the consultation, we will determine together whether Financially In Tune offers a good fit for your financial needs.
For clients who wanted a limited project – advice on just a few specific issues, whether it be a review of their portfolio, a retirement projection or recommendations for prioritizing savings for specific goals such as college and a new house, we work on an hourly/project basis
We often recommend and have clients doing a Backdoor Roth IRA contribution as part of their retirement planning. While our clients usually engage a CPA to prepare their taxes some prepare their own. If
you are a turbo tax user this link may be helpful on how to handle the conversion for the federal return. https://thefinancebuff....
Here are some Frequently Asked Questions I get for those thinking about their finances. Of course, there is more to financial planning and investment advisory services than these limits:
Q: What is the max I can contribute to my 401(k), 403(b), 457 plans in 2019?
A: The elective deferral amounts are $19,000 and if you are 50 years old or older you can defer an additional $6,000 for a total of $25,000. Even if you...
I enjoy traveling as do many of our clients. While we may tend to focus on the travel costs, plans – where to go, what to see and who to visit we often do not think about financial issues such as insurance. The two most common travel related insurance matters are:
Emergency medical evacuation/foreign healthcare and