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26 Sep 2016

Brian Eddy CFA, CFP® Monthly Newsletters

Eddy Company September 2016 Newsletter

Please enjoy this edition of our newsletter. The following topics are covered:

Questions about student loan repayment
Inherited IRA’s
Retaining key employees with executive bonus plans
ABLE accounts with those with disabilities
Choosing between paying off student loans and contributing to a 401(k)

sept-2016-eddy-co-newsletter

Updated Tax Changes for 2015

CATEGORIES

College Planning
Debt
Estate Planning
Investments
Monthly Newsletters
Retirement
Social Security
Taxes

Copyright 2018 Eddy Company, LLC. All Rights Reserved.

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Testimonials

I initially contacted Brian to discuss my retirement funds as my company was closing and I needed to decide what to do with my 401k funds. Brian was quick to respond, knowledgeable and most of all, patient and understanding of my personal situation and concerns. He provided insightful information and I feel comfortable with him handling my retirement funds. He is responsive and personable and I would highly recommend him to any one looking for help with their finances. Brian certainly goes above… Read more

R.A. Amesbury, MA

I sought out retirement planning and investment advice last year and found Brian Eddy. One thing that struck me was his ability to take a holistic and personal approach to the process. He laid out realistic goals given my savings rate and put together a solid plan for me.

E.Z. Melrose, MA

Brian is very personable, approachable and down to earth. He actually made the process of filing our first year of business taxes fun.

Kristina W.Salem, MA

Brian is knowledgeable in the investments field, presents very professionally and works well with clients.

Bob G. Gloucester, MA

Highly recommend. Brian was professional, courteous, and fast. He did a great job explaining the answers to me and was extremely friendly. Not only did he provide me with the best rate but he was flexible enough to drive to my location to get it done. Super convenient, great service (I could tell he was very experienced), and fast. Would definitely recommend.

Alex B.Boston, MA

Brian was a pleasure to work with. He was always available by phone or email and was very quick to respond and answer questions. He met with me in person twice to go over specifics and was was able to answer all my questions about the process. What I considered a complicated year for taxes (new jobs, independent contractor/self employed status, newly married) didn’t faze him a bit. He went over all of the deductions in a way I could understand and feel comfortable with. I would highly recommend … Read more

Courtney P.Boston, MA

Brian Eddy is a true blue professional and, while he is quite knowledgeable and savvy regarding investments and taxes, he is both compassionate and kind while explaining and outlining his investment and tax strategies. Dependable is often an assumption; with Brian it is a fact. I am able to count on him for financial and tax advice and planning. Brian is a man in whom you can believe to be working for you and with you today, as well, and, perhaps more importantly, in the long term. He will be a… Read more

Nan G.Hamilton, MA

Brian helped me create a solid financial plan and gave me a picture of my financial future. He is so great to work with and doesn’t just leave you once his work is done, he builds a good rapport, and makes sure You can understand everything you need to do. I am so glad I found Brian and can’t wait to continue to seek his advice. It’s not just about the money, he realizes that it’s about quality of relationship quality of life and how my financial future affects those things. Trustworthy, flexibl… Read more

German D.Lawrence, MA

I have worked with Brian on my own financial planning projects over a period of years. He is able to see the big picture and educate others on a level that is really understandable. He is a pleasure to work with, and truly is a high-level professional. I would definitely recommend his services to those seeking guidance.

C.E. Salem, MA

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