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Coromandel

Articles

Personal Finance Articles

Money and toy house

It’s Not Your Father’s Retirement

Continue Reading It’s Not Your Father’s Retirement

Dog and alarm clock

Social Security: Timing Is Everything

Continue Reading Social Security: Timing Is Everything

Bitcoin

Bitcoin and the GFT

Continue Reading Bitcoin and the GFT

coins and cash

Reverse Mortgages: Retirement cash hiding right under your nose

Continue Reading Reverse Mortgages: Retirement cash hiding right under your nose

house under construction

Fixing what the SECURE Act broke 

Continue Reading Fixing what the SECURE Act broke 

 Feeling charitable? Use QCDs ASAP

Continue Reading  Feeling charitable? Use QCDs ASAP

Small business owner

Women Need Financial Plans, Too

Continue Reading Women Need Financial Plans, Too

poker cards

Annuities: When to hold ‘em, when to fold ‘em 

Continue Reading Annuities: When to hold ‘em, when to fold ‘em 

Roth IRA

To Roth or not to Roth? It depends

Continue Reading To Roth or not to Roth? It depends

medicare card and cash

Medicare options: Are you Mediconfused? (part 1)

Continue Reading Medicare options: Are you Mediconfused? (part 1)

Further adventures in Medicare Land (part 2)

Continue Reading Further adventures in Medicare Land (part 2)

Savings

Long Term Care: The Elephant in the Room (part 1)

Continue Reading Long Term Care: The Elephant in the Room (part 1)

Elephants

Long Term Care: Paying for “The Elephant” (part 2)

Continue Reading Long Term Care: Paying for “The Elephant” (part 2)

older couple in kitchen

Self-directed IRAs: Caveat Investor 

Continue Reading Self-directed IRAs: Caveat Investor 

IRS

Health Savings Accounts: Win the “Tax trifecta”

Continue Reading Health Savings Accounts: Win the “Tax trifecta”

bag of cash and toy house

Disclaim your inheritance? It might make sense 

Continue Reading Disclaim your inheritance? It might make sense 

family fued

Preventing second home family feuds 

Continue Reading Preventing second home family feuds 

Art Collector

Don’t confuse collectibles with investments

Continue Reading Don’t confuse collectibles with investments

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Coromandel Wealth Strategies
13 Maple Street
P.O. Box 391
Lexington, MA
(781) 728-9001
info@coromandelwealth.com

Coromandel Wealth Strategies
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Advisory services offered by Astoria Portfolio Advisors LLC, a Registered Investment Advisor.

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