Financial Welless Advice | MA |Blue Hills Wealth Management

HOME
ABOUT
- Team
SERVICES
LEARN
- COVID-19 Updates & Resources
- Blog
CONTACT
LOGIN
More

MAKE A MEETING

All
Cash Flow
Home
Semi-Retirement
Retirement Planning
Life on Purpose
Estate Planning
Investment Planning
Market Update
Risk Management
Employee Benefits
Goal Planning
Medicare/Medicaid
Aging
Education Planning
Tax Planning
Business Planning
Personal Finance
Market Thoughts
The Market
Spending & Saving
Dan's Posts
Sara's Posts
COVID-19
Healthcare
Employee Benefits
Cyber Safety

Search

Sara Romaine, CFP®, CCFS®

Mar 5
3 min

Introduction to Capital Gains Tax

Strategies for Widows and Widowers: Claiming Social Security Benefits Early

Dan Romaine, CFP®, AIF®, ChFC®

Mar 5
3 min

Strategies for Widows and Widowers: Claiming Social Security Benefits Early

Sara Romaine, CFP®, CCFS®

Mar 5
4 min

Tips: Preparing for College

Why Some of Us Are More Likely to Be Targets of Cyber Crime

Dan Romaine, CFP®, AIF®, ChFC®

Mar 5
3 min

Why Some of Us Are More Likely to Be Targets of Cyber Crime

Sara Romaine, CFP®, CCFS®

Feb 26
4 min

Tax Season Scam Alert

Emergency Funds: Preparing for the Unexpected

Dan Romaine, CFP®, AIF®, ChFC®

Feb 1
3 min

Emergency Funds: Preparing for the Unexpected

A Look at Education-Related Tax Incentives

Sara Romaine, CFP®, CCFS®

Feb 1
3 min

A Look at Education-Related Tax Incentives

Dan Romaine, CFP®, AIF®, ChFC®

Feb 1
6 min

Planning Guide for Unmarried Couples

Tax Considerations After the Death of a Family Member

Sara Romaine, CFP®, CCFS®

Jan 3
4 min

Tax Considerations After the Death of a Family Member

1

2 3 4 5

BLUE HILLS

WEALTH MANAGEMENT

Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.

617-471-6800

300 Crown Colony Drive

Quincy, MA 02169

Client Logins

Investor360

eWealthManager

About

Resources

Free Initial Consultation

Join Our Community

Check out the background of this investment professional on FINRA's BrokerCheck >>

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services and College Planning services offered by Blue Hills Wealth Management and College Funding Solutions are separate and unrelated to Commonwealth.