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How it effects High-Net worth investors and beyond - Alternative Minimum Tax (AMT)
I frequently encounter clients who have experienced significant wealth growth, often quite rapidly. Yet, finding a story truly worth sharing is a rarity. Recently, I had the privilege...
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How High Net Worth Investors are Preparing for the FEDs Coming Rate Cuts
Well, the cat seems to be out of the bag after the last Federal Reserve (Fed) meeting took place just a few short weeks ago. Fed Chairman Powell hinted at their next move, and it appears...
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Social Security Adjustments on the Clock for October
Understanding the upcoming Social Security changes in 2025 can help you plan ahead and optimize your benefits. Let’s also not jump the gun in thinking these changes only affect soon...
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The Secure 2.0 Act: Empowering Business Owners to Craft a Secure Retirement Future
As an investor or business owner, you meticulously cultivate your financial landscape, meticulously balancing present growth with the looming realities of future needs. Retirement planning...
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Why Shorter-Term Bonds Are a Strategic Move for Investors in a Shifting Interest Rate Landscape
With the Federal Reserve (Fed) hinting at potential interest rate cuts by year-end, many high-net-worth investors are reevaluating their fixed-income portfolios. In this evolving scenario,...
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Market Momentum: Riding the Quality Wave, But Where's the Next Stop?
The financial markets of late 2023 and early 2024 have been a rollercoaster ride. While concerns about inflation and central bank tightening lingered, a distinct trend emerged – the...
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Anthony J. Ciaramitaro

Securities licensed Boston Based Wealth Advisor at Boston Light Financial helping to develop strategic financial plans and build individually tailored investment portfolios to fit clients everyday lifestyles. 

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