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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Sep 28, 2022

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, discuss AMR’s most recent quarterly newsletter: Resources Review, which promotes AMR’s most recent and upcoming events from campaigns and webinars to AMR's involvement in the community.

They discuss making sure to take RMD’s and talk about the importance of IRA contributions.

They bring up the recent Massachusetts tax rebate and discuss voting on whether there should be a differentiation of income taxes for Massachusetts residents.

Chris talks about how to reevaluate risk tolerance, how inflation and the Fed funds increase has impacted retirement accounts, and looks at it through a long-term lens.