by The APW Team | Aug 23, 2026 | Business Exit Planning, Financial Planning
For Massachusetts business owners, 2026 brought several changes that may be worth discussing with your tax and financial professionals before year-end. Some of these changes are relatively new. Others are details that can be easy to overlook when business and personal... by The APW Team | Aug 10, 2026 | Financial Planning
After a loss, there is more to take care of than the funeral. Some families may also have benefits or financial resources they don’t know to look for. When someone dies, the family is often left with a long list of things to figure out. There are funeral... by The APW Team | Jul 21, 2026 | Financial Planning, Investment
For many executives, stock options can represent a significant opportunity to build long-term wealth. But deciding when and how to exercise isn’t always straightforward. Before making a decision, consider these five questions: 1. What are the tax implications?... by APW Team | Jul 15, 2026 | Business Exit Planning, Financial Planning
How much of the sale proceeds will you actually keep? It’s one of the most important questions business owners should ask before selling their business, yet it’s often overlooked until a deal is already underway. Taxes can be one of the largest costs... by The APW Team | Jun 29, 2026 | Financial Planning, Investment
When most people think about retirement income, they focus on savings, Social Security, and investments. One of the most overlooked pieces is pension survivor benefits, and it is often where families are most surprised later on. Pensions are a key source of income for... by The APW Team | Jun 15, 2026 | Financial Planning, Investment
Helping Your Spouse Feel Prepared, Supported, and Less Overwhelmed No one likes to think about the possibility of losing a spouse. It is emotional, uncomfortable, and easy to put off for “someday later.” But one of the most caring things you can do for your husband or...