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Jay Marsden

1. Is a nursing home the only option for long-term care?

by Jay Marsden 1/25/18

Solares Hill Advisors / Marsden Law P.C. Jay Marsden 847 Washington Street Holliston, MA 01746 jmarsden@solareshilladvisors.com www.solareshilladvisors.com If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options.

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2. Annual Market Review 2017

by Jay Marsden 1/11/18

Solares Hill Advisors / Marsden Law P.C. Jay Marsden 847 Washington Street Holliston, MA 01746 508-858-5324 jmarsden@solareshilladvisors.com www.solareshilladvisors.com The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to repeal the Affordable Care Act, known as Obamacare.

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3. Key Retirement and Tax Numbers for 2018

by Jay Marsden 12/30/17

Solares Hill Advisors / Marsden Law P.C. Jay Marsden 847 Washington Street Holliston, MA 01746 jmarsden@solareshilladvisors.com www.solareshilladvisors.com Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2018.

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4. What can I do to crack down on robocalls?

by Jay Marsden 12/23/17

Solares Hill Advisors / Marsden Law P.C. Jay Marsden 847 Washington Street Holliston, MA 01746 508-858-5324 jmarsden@solareshilladvisors.com www.solareshilladvisors.com

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5. Questions to Ask Before Buying That Thing You've Always Wanted

by Jay Marsden 11/24/17

Solares Hill Advisors / Marsden Law P.C. Jay Marsden 847 Washington Street Holliston, MA 01746 jmarsden@solareshilladvisors.com www.solareshilladvisors.com Even if you're generally comfortable with your spending habits, you may occasionally worry about how much you're spending, especially if you consistently have trouble saving for short- or long-term goals. Here are a few questions that might help you avoid a strong case of buyer's remorse.

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6. How can families trim college costs?

by Jay Marsden 10/21/17

Solares Hill Advisors / Marsden Law P.C. Jay Marsden 847 Washington Street Holliston, MA 01746 508-858-5324 jmarsden@solareshilladvisors.com www.solareshilladvisors.com Trimming college costs up front can help families avoid excessive borrowing and the burdensome student loan payments that come with it.

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7. Managing Debt While Saving for Retirement

by Jay Marsden 10/15/17

Solares Hill Advisors / Marsden Law P.C. Jay Marsden 847 Washington Street Holliston, MA 01746 508-858-5324 jmarsden@solareshilladvisors.com www.solareshilladvisors.com The key in managing both debt repayment and retirement savings is to understand a few basic financial concepts.

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8. Examining the Taxpaying Population: Where Do You Fit In?

by Jay Marsden 9/27/17

Solares Hill Advisors / Marsden Law P.C. Jay Marsden 847 Washington Street Holliston, MA 01746 508-858-5324 jmarsden@solareshilladvisors.com www.solareshilladvisors.com Here's a snapshot of how the U.S. population breaks down as taxpayers, according to the Statistics of Income Division of the IRS.

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9. For Women, a Pay Gap Could Lead to a Retirement Gap

by Jay Marsden 8/19/17

Solares Hill Advisors Jay Marsden 847 Washington Street Holliston, MA 01746 617-306-1572 jmarsden@solareshilladvisors.com www.solareshilladvisors.com Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages, coupled with other factors, can lead to a shortfall in retirement savings for women.

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10. How do the economic milestones of young adults today compare with prior generations?

by Jay Marsden 7/26/17

If you're the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. Solares Hill Advisors Jay Marsden 847 Washington Street Holliston, MA 01746 617-306-1572 jmarsden@solareshilladvisors.com www.solareshilladvisors.com

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11. Don't Let Rising Interest Rates Catch You by Surprise

by Jay Marsden 7/20/17

You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. Review your loan documents to find out how the interest rate is calculated, how often your payment might adjust, and whether the interest rate is capped.

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12. The Health-Wealth Connection

by Jay Marsden 6/21/17

Solares Hill Advisors Jay Marsden 847 Washington Street Holliston, MA 01746 617-306-1572 jmarsden@solareshilladvisors.com www.solareshilladvisors.com It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles.¹ The clear connection between health and wealth is why it's so important to develop and maintain lifelong plans to manage both.

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13. What is a Pet Trust

by Jay Marsden 5/25/17

Solares Hill Advisors Jay Marsden 847 Washington Street Holliston, MA 01746 617-306-1572 jmarsden@solareshilladvisors.com www.solareshilladvisors.com

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14. HOLLISTON PORCHFEST RETURNS IN 2017

by Jay Marsden 5/13/17

On Saturday, May 20 from 12 to 5pm, the streets of Holliston will fill with music as more than a dozen bands perform for Holliston Porchfest 2017. Visitors will be able to catch a variety of local artists across a range of genres playing on front porches in Holliston’s Downtown Village Business District and Mudville Neighborhood.

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15. Are You ready to Retire?

by Jay Marsden 5/3/17

Solares Hill Advisors Jay Marsden 847 Washington Street Holliston, MA 01746 617-306-1572 jmarsden@solareshilladvisors.com www.solareshilladvisors.com

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16. Lunch and Learn: Medicaid Planning for the Mass Affluent

by Jay Marsden 4/27/17

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17. Quarterly Market Review: January-March 2017

by Jay Marsden 4/9/17

Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Solares Hill Advisors Jay Marsden 847 Washington Street, Holliston, MA 01746 v.617-306-1572 jmarsden@solareshilladvisors.com

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18. Four Ways to Double the Power of Your Tax Refund

by Jay Marsden 3/22/17

The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable. Solares Hill Advisors Jay Marsden 847 Washington Street, Holliston, MA 01746 v.617-306-1572 jmarsden@solareshilladvisors.com

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19. How can I prepare financially for stormy weather?

by Jay Marsden 2/18/17

Take some commonsense precautions to safeguard your home, vehicles, and other possessions against damage. Solares Hill Advisors Jay Marsden 847 Washington Street, Holliston, MA 01746 v.617-306-1572 jmarsden@solareshilladvisors.com

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20. Annual Market Review 2016

by Jay Marsden 1/11/17

Solares Hill Advisors Jay Marsden 32 Wendy Lane Holliston, MA 01746 617-306-1572 jmarsden@solareshilladvisors.com www.solareshilladvisors.com Following the results of the presidential election, stocks surged to new highs. Whether this trend continues in 2017 remains to be seen following President-elect Trump's first few months in office.

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