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Understanding Today’s Financial Environment

Welcome, we are Nicholas A Papakyrikos, CPA, PC, a financial organization in Boston, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Our educational approach takes the mystery out of wealth accumulation strategies, insurance, and estate conservation.

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Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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Helpful Content

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

 

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When Markets React

When markets shift, experienced investors stick to their strategy.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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