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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A few strategies that may help you prepare for the cost of higher education.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Recent changes in estate tax laws could affect the strategy you have in place.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.