Why Hirst Wealth
Learn more about how the Hirst Wealth team is focused on delivering peace of mind.
Click here to learn more about why you may need an Estate Plan and how we can help you create it.
Financial Planning Myths
Click here to learn more about financial planning and get more information on debunking myths about financial planning.
Wealth Designed. Life Defined.™
Hirst Wealth Management, Inc.’s mission is to focus on delivering peace of mind. How? By providing customized financial plans, investment strategies and estate plans. We are the team you can rely on. We are one of the leading wealth management firms in Fall River, MA serving families, business owners, executives and institutions. Our team strives to provide you the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Hirst Wealth Management, Inc. help you on your True Wealth journey.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Gaining a better understanding of municipal bonds makes more sense than ever.
A quick look at how federal income taxes work.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that home, you invested that money?
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.