If you have access to a flexible spending account (FSA) through your employer, it’s a useful benefit that can save you money and help defray the cost of medical expenses. But many employees fail to use the money before the end of the year and risk forfeiting the funds. #fsa #fsaexpenses https://lnkd.in/ezF9ZBq5
Stoddard Financial, LLC
Financial Services
Medfield, Massachusetts 24 followers
Helping Clients Pursue Their Desired Financial Future
About us
Founded in 2004 by Kevin Stoddard, Stoddard Financial, LLC has created a community of exceptional clients with strong values and a passion for the important things in life. We provide comprehensive wealth management for a select group of individuals throughout New England with a particular passion for helping blue-collar workers create the financial future they deserve. We work exclusively with retirees and pre-retirees who have investable assets of greater than $500,000 and know that there is more to life than money. Stoddard Financial’s comprehensive approach, encompassing the “four pillars” of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning. Stoddard Financial helps clients identify, plan, and execute strategies designed for securing their desired financial future. The planning process begins by helping clients maximize their corporate benefits to leverage their potential retirement income. Then, helping clients transition income sources with tax efficiency, managing assets to suit their risk preferences, and coordinating with tax and estate planning professionals. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, Member FINRA finra.org /Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
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http://www.stoddardfinancial.net/
External link for Stoddard Financial, LLC
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Medfield, Massachusetts
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Investment Management, Estate Planning, Risk Management, Financial Wellness, and Financial Planning
Locations
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Primary
Get directions
6 Baker Rd
Medfield, Massachusetts 02052, US
Employees at Stoddard Financial, LLC
Updates
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While most have a basic knowledge of individual stocks, learning about other common investing vehicles, such as ETFs and how they may be a good alternative for you could add a greater return on your investment. #stockvsetf https://lnkd.in/gTfAitRj
What are the Differences Between an Individual Stock and ETF? - Stoddard Financial Blog - Customized Financial Planning in Medfield, MA
stoddardfinancial.net
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Moving toward an empty nest? Discover ways to reassess your financial goals and embrace new opportunities in this next chapter of life. #EmptyNest #FinancialGoals https://lnkd.in/gR8p7kPH
Are You Prepared to Be an Empty Nester? - Stoddard Financial Blog - Customized Financial Planning in Medfield, MA
stoddardfinancial.net
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As children leave home for college or careers, parents face the significant transition to an empty nest. This period offers a valuable opportunity to reassess financial plans, retirement strategies, and personal goals. By proactively preparing for this new chapter, parents can support their children's journeys while safeguarding their own financial future. Embracing new hobbies, repurposing home spaces, and consulting with a financial advisor can help ensure a smooth and fulfilling transition. It's also a time to reconnect with long-neglected passions, strengthen relationships, and explore new financial opportunities to secure a strong foundation for the future. #EmptyNest #FinancialPlanning #FinancialGoals
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As your children leave home for college or careers, it's time to focus on your own future. Explore strategies for a smooth transition to an empty nest. #EmptyNest #LifeTransitions #FinancialPlanning https://lnkd.in/gR8p7kPH
Are You Prepared to Be an Empty Nester? - Stoddard Financial Blog - Customized Financial Planning in Medfield, MA
stoddardfinancial.net
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Dying is an inevitable reality we must all face. It is best handled when we prepare for it ahead of time by making end-of-life planning a priority. #endoflifeplanning https://lnkd.in/e5iZXX69
End-of-Life Planning: Does Your Family Know Your Wishes? - Stoddard Financial Blog - Customized Financial Planning in Medfield, MA
stoddardfinancial.net
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By making end-of-life planning a priority, you can ensure your dying wishes will be carried out and your loved ones will not be left with the stress of having to make any guesses. #endoflifeplanning https://ed.gr/dbxgs
End-of-Life Planning: Does Your Family Know Your Wishes? - Stoddard Financial Blog - Customized Financial Planning in Medfield, MA
stoddardfinancial.net
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Having your financial life in order can help ease your mind and give you and your family the ability to pursue a more confident future. #financialorganization https://lnkd.in/exgPpDfh
How To Organize Your Financial Life
stoddardfinancial.net
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Don’t let investment jitters control your decisions. Proactive steps like limiting news exposure and focusing on long-term goals can help ease anxiety. #InvestmentAnxiety #LongTermGoals #FinancialPlanning https://lnkd.in/e6-kQP86
Beat Investment Anxiety: How to Stay Calm in Volatile Markets - Stoddard Financial Blog - Customized Financial Planning in Medfield, MA
stoddardfinancial.net