Your Financial Calendar

(Click here to email Diane at dagostino@baystatefinancial.com for a no-cost, no-obligation consultation.)

January:*  It's not too late to affect your April tax bill.  Make plans now to explore your IRA options and perhaps make a difference in what you report to the IRS on April 15th.  To learn more click here to contact Diane or call 617-585-4546. 

February:  You can expect six more weeks of winter.  Take advantage of the long, cold nights by reading our newsletters and viewing our e-seminars.  For complimentary reading material call Diane at 617-585-4546.

March:  Time to think about investing for that summer vacation?  The vacation that will not come to an end:  Retirement.  Don't delay.  View Our Retirement e-Seminar.  Call Diane today 617-585-4546 or click here to contact Diane.

                                            

 

April:*  Is the TAX MAN taking too much of your business profits?  You can invest in your business, your employees, and yourself and send less to Uncle Sam.  Call Diane at 617-585-4546 or click here to contact Diane.

May:  School year coming to an end?  Be sure your plan includes funding those

expensive college years!  For information on a 529 CollegeFunding Program call Diane

at 617-585-4546 or click here to contact Diane.

                                               

June:  Fixed Annuities vs. Variable Annuities: What are the differences and which annuity is right for you? Click on Annuities to the right of the page to learn more on Annuities or Call Diane at 617-585-4546 or click here to contact Diane.

July:  Life insurance is for the living.  Help ensure that your family's dreams continue no matter what life has planned for you.  Call Diane at 617-585-4546 for your quote today or click here to contact Diane.

August: Who would pay the bills?  Life is filled with the unexpected.  Will your Disability Income Insurance Protection cover your expenses? Be prepared by calling Diane today at 617-585-4546 or click here to contact Diane.

September:  School's back! Your children are doing their homework.  Are you doing yours?  View Our Estate Planning e-Seminar.  Call Diane for a Free Financial Profile at 617-585-4546 or click here to contact Diane.

                                            

October:  Where is your money? What is the real return on your current investments? View Our Financial Management e-Seminar.  Find out by calling Diane at 617-585-4546 or click here to contact Diane.

November:  To alleviate your fear of the unknown when purchasing Life Insurance, call Diane at 617-585-4546 or click here to contact Diane to simplify the complex.

December:  Schedule Your Annual Meeting!  Preview your tax situation and be sure New Year's Eve is a time for celebration.  Give Diane a call at 617-585-4546 or click here to contact Diane.

 

The following seminars can be scheduled for presentations to groups of twenty or more.  Simply call Diane at 617-585-4546:



Employment Transitions

     Making Financial Decision During a Career Change



- College Funding

     Investing in Your Children's Future



- Retirement

     Building a Comfortable Lifestyle for Tomorrow



- Investment Fundamentals 

     Five Myths and Truths of Investing



- Financial Management 

     Six Steps to Financial Success

 

(Click here to view our Electronic-Seminars.) 

We look forward to meeting you soon! 

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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