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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Helpful Content
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?