With joy and love, we extend a generous February welcome to 2024. It sort of feels like the beginning of the year with a swift January already passed. The start to our year...
Colman Knight February Connection
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Updates & Insights
Bulletins
Federal Tax Decision on MA Excess Tax Revenue Refunds
The IRS has just announced that MA taxpayers who claim standard deductions do not need to report the state tax refund as taxable income when they file their federal tax...
Please join us in welcoming David Manteau, CFP®, CFA
We are thrilled to announce that David Manteau joined Colman Knight this month and will specialize in Financial Planning Analysis and Investment Management services. David...
Newsletter: May 2023
The Last CK News (Connections heartily continue in other formats!) To everything there is a season, and this the season for our last and final CK News. You might...
Newsletter: April 2023
Transitions? Really, are we talking about this again? Try not to resist the changes that come your way. Instead let life live through you. And do not worry that your...
Newsletter: March 2023
What is your familiar tax preparation experience? “Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that...
Market Updates
Did We Just See an Inflection?
The market took off on Thursday after the best inflation read that we have gotten all year. Find out why this could have a large impact on how the market behaves the rest of...
Uncertainty is Becoming Certainty
Big week of earnings with the largest tech companies all reporting and it was a mixed bag. There are lots of signs of the economy slowing which could bring some continued...
Are You Sick of Inflation Yet?
No one had a worse week in the market than Jerome Powell and the Fed. All of their policy decisions have seemed to have very little impact on the inflation data. In this...
A Rich Blog
Average Retirement Savings by Age
The statistics on average retirement savings caught our attention. We thought you might appreciate seeing how your savings compare to the averages. According to Fidelity,...
The IP Case of the 21st Century –
IRS vs. The Estate of Michael Jackson For many reasons, the Michael Jackson estate tax case will affect us all. First, it is one of the first Intellectual Property...
The Many Myths Swirling Around Retirement Planning
I am always amazed about the dire perspective many professionals take concerning Americans’ retirement resources. They sternly warn that Americans are truly unprepared when...
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