Why Hirst Financial
Learn more about how the Hirst Financial Independence Planning team is focused on delivering peace of mind.
Click here to learn more about why you may need an Estate Plan and how we can help you create it.
Financial Planning Myths
Click here to learn more about financial planning and get more information on debunking myths about financial planning.
Wealth Designed. Life Defined.™
Hirst Financial Independence Planning, Inc.’s mission is to focus on delivering peace of mind. How? By providing customized financial plans, investment strategies and estate plans. We are the team you can rely on. We are one of the leading wealth management firms in Fall River, MA serving families, business owners, executives and institutions. Our team strives to provide you the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Hirst Financial Independence Planning, Inc. help you on your True Wealth journey.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
A letter of instruction provides additional and more personal information regarding your estate.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are things about Social Security that might surprise you.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
There are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
There are a few things to consider when buying or leasing your next vehicle.