Skip to main content
menu
Quarterly Look Ahead     podcastyoutube-channel 
  • Home
  • About
    • Our Team
    • Your Financial Planning Process
    • The CFP Board’s seven steps to Financial Planning
    • FAQ's
  • Our Services
    • Financial Planning
    • Asset Management
    • Estate Planning
    • Planning for Business Owners
    • Employee Benefits
    • Tax Planning
  • Resources
    • 2025 Tax Guide
    • Financial Calculators
    • Secure 2.0 Act Overview
    • Useful Links
    • Blog
  • Media
    • Podcast
  • Client Portals
  • Form CRS
  • Get in Touch

Blog

Andrew Beaudry | Sep 27, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

Read More
blue and white edited photo by Soheb Zaidi courtesy of Unsplash.
Andrew Beaudry | Aug 27, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

Read More
a clock that is on the side of a building by Maurice Sahl courtesy of Unsplash.
Andrew Beaudry | Jul 27, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

Read More
person using white and black laptop computer by Kit (formerly ConvertKit) courtesy of Unsplash.
Andrew Beaudry | Jun 27, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Andrew Beaudry | May 27, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

Read More
Andrew Beaudry | Apr 27, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

Read More
Andrew Beaudry | Mar 27, 2025

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
brown and white abstract painting by Kendall Scott courtesy of Unsplash.
Andrew Beaudry | Feb 27, 2025

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

Read More
Andrew Beaudry | Jan 27, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
Andrew Beaudry | Dec 27, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

Read More
Andrew Beaudry | Nov 27, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
default blog image
Andrew Beaudry | Oct 27, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

Office

87 Willimansett St
South Hadley MA 01075-3038

Contact Info

Phone: 413-552-3669
Fax: 888-314-7069
Contact@privatefinancialdesign.com

Get in Touch

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA & SIPC  Advisory Services through Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Private Financial Design, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Cambridge’s Form CRS (Customer Relationship Summary)

Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

© 2025 Private Financial Design, LLC. All rights reserved.