Financial Education Resources

ACP Financial Focus Quarterly Newsletter

ACP Financial Focus ended publication with the Summer 2023 edition.
View our newsletter archive here.

Recent ACP Member Blogs

  • I have such wonderful clients. Many of them send me items of interest. Recently, my client JC, a former J.P. Morgan employee, sent me a gold mine: the J.P. Morgan Guide to Retirement 2024. It is 53 pages chock full of interesting data. You can see the whole thing HERE. But the page that really []
  • The world of wealth management is filled with stories of inherited wealth ruining people. Theres something infantilizing about not having to figure out how to earn a living. Earning a living is a hard nut to crack: what can you do that people will pay money for? Money sufficient to get an apartment, food, and [] The post How Much Should You Help Your Adult Children appeared first on ProsperiTea Planning - Greenfield, MA .
  • Financial literacy gives you control over your finances to make knowledgeable choices to achieve your life goals. When you feel empowered to manage your finances you are better able to navigate financial challenges and opportunities.
  • When you receive an inheritance, it is essential to understand the tax consequences of the accounts you inherit.
  • We have figured out who will win the election. The people we serve often ask us how the upcoming election will impact their investments. While many seem to have strong feelings about one or both candidates, ultimately we see this as an economic question and so we always attempt to offer an economic answer. And [] The post The Obvious Winner of the Upcoming Elections appeared first on ProsperiTea Planning - Greenfield, MA .