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44 North Financial Partners
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  • Home
  • About
    • Our Team
    • Our Broker/Dealer
    • Why Commonwealth
  • Services
    • Asset Management
    • Accumulation
    • Estate Planning
    • Risk Management
    • Business Planning
    • Our Partner Program
    • Retirement Planning
    • Tax Planning
    • Transitions
  • Resources
    • Financial Links
    • Articles
    • Financial Calculators
  • Contact
  • Sign In

Author Archives: Jason Spooner

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Tips for teaching your children about money

Do your children act like money grows on trees? If they observe you effortlessly pulling out the credit card for every purchase or they play video games where they can buy accessories for avatars, it’s understandable why they hold onto that cliché. This can lead them to believe they can buy whatever they want without…

May 1, 2020College Savings / Planning, Financial PlanningBy Jason Spooner

Answering your biggest questions on the SECURE Act

It’s already 2020. Once again, the holidays were a blur—and, once again, Congress passed significant legislation at the last minute. This time, it was the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was signed into law on December 20, 2019. In the eyes of some commentators, this is the most significant retirement…

May 1, 2020Estate Planning / Life Insurance, Financial Planning, TaxesBy Jason Spooner

Charitable gifting strategies for the season of gifting

For many, the holidays are a time for giving back—whether by donating to a favorite charity or helping out a family member. Before you make a donation or gift, however, it’s important to choose the right strategy, paying close attention to potential tax and legal implications. Charitable Giving If there’s a charitable organization you’d like…

May 1, 2020Financial PlanningBy Jason Spooner
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