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
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Rightsizing for Retirement
What does your home really cost?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investments
You’ve made investments your whole life. Work with us to help make the most of them.