Asta Muldoon, CFP, MS

What goals have you set to create a happy and healthy life for you and your loved ones?

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

Our team is growing and we added a new location!
Please stop by at 3 Upland Way, Mattapoisett, Ma 02739 to say hello!
My direct number is 508.916.2337
My business cell is 508.916.2337

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

Downsizing your home in retirement Understand your different housing options and how a new home may affect your retirement.

“The economy is growing, which is a positive for corporate profits, which should be a positive for stock prices outside of some near-term volatility.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Market rotation continues as investors eye big tech earnings, fed decision Get more expert insights by reading the latest Weekly Market Perspectives.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

How much of your income are you assigning to expenses vs. savings goals? I can help you manage the costs of today while also working toward your goals for tomorrow.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

“Several areas of the job market that were running hot last year have cooled this year, helping ease pressures on inflation and rebalance labor conditions.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Could investors be on the verge of the long-awaited soft-landing scenario? Get more expert insights by reading the latest Weekly Market Perspectives.

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

What excites you about your future? How are you preparing for it today?

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

Will or trust: Which one is right for you? Learn the basics of both and how they may fit into your broader estate planning needs.

The basics of wills and trusts Get answers to frequently asked questions about the basics of wills and trusts.

Financial fraud is becoming more sophisticated and harder to detect. Be on the alert for these emerging scams and trends.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

Wishing all the dads a Happy Father’s Day!

There have been some reported glitches with the rollout of the new 2024-25 FAFSA form. If you’ve had issues filling out the application, know that you still have time before the June 30 deadline.

New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.

“With the S&P 500, NASDAQ, and Dow all tracing fresh all-time highs, investor sentiment has again shifted toward a more accepting view of current conditions, and one that continues to see lower inflation and rising profits driving a soft-landing for the U.S. economy this year.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Investor sentiment has again shifted toward a more accepting view of current conditions Get more expert insights by reading the latest Weekly Market Perspectives.

Are you one of the 68% of people who plan to leave real estate to your heirs? Whether it’s a primary residence or a vacation home, communicating your intentions can help mitigate any confusion. Here are three tips to help you start the conversation.

3 tips to successfully passing on real estate to heirs How you set up your gift and communicate your wishes can be an act of kindness for loved ones.

How does life get better as you age?