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Financial Services – Support Local

Strategies for Money & Finance

Regardless of your age, income or goals, it is important to have strong financial services partners who are committed to helping you achieve your financial goals. Residents and small businesses in the Greater Newburyport area are fortunate to have access to some very experienced financial services businesses with a strong history of providing exceptional results and top level customer support. Allow our local financial experts in Accounting, Banking, Insurance, Financial Planning, Mortgages & Real Estate to guide you and provide valuable insight regarding the ever changing financial world.

Newburyport.com is proud to recommend these exceptional local businesses. They provide services for Newburyport.com and personal financial needs as well. We want to thank them for their sponsorship which allows Newburyport.com to donate 40% of VIP Card revenues to 23 local nonprofit organizations and to provide free access to our media platform for our nonprofit partners as well as our many local restaurant, retail and lodging small business customers. We offer a special thanks to our Premier Sponsor, Newburyport Bank a strong supporter of small business and an exceptional community bank serving the North Shore and Southern NH Seacoast.

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Download the Rate App to Simplify Life’s Biggest Purchase

The Rate App from Rate.com streamlines the mortgage process, offering home buyers a straightforward tool to gather all essential details swiftly and accurately, helping to facilitate a secure path to
Personal Watercraft Insurance, Newburyport, MA WaveRunner

Test Personal Watercraft Insurance – Information You Should Know

Personal Watercraft Insurance for Newburyport, MA With Newburyport, MA being a coastal city, there is plenty of opportunity to have fun on the water. In preparation of using your personal
Business Travel to Newburyport

Business Travel to Newburyport: Plan a Business Meeting or Event

If you’re planning business travel to Newburyport, the Essex Street Inn & Suites is an exceptional choice for your next business meeting. Located just a half block from the heart
Computer showing and example of cyber share

Cybersecurity Tips To Protect Assets and Avoid Cyberattacks

Cybersecurity Tips for Massachusetts Residents Are you looking to take your cyber skills to the next level? Whether you are looking to protect yourself or your business in Massachusetts, with the
Money Markets and CDs, Seacoast Wealth Management, Portsmouth NH

Money Markets & CDs: Stepping Out Of Cash

With the 10th interest rate hike in 14 months, the Federal Funds Rate is currently 4.75%-5% and, unlike some investments, Money Market and Certificate of Deposits have benefitted tremendously. For

2023 Market Outlook

Investing, in most cases, is best approached with a long-term perspective, however assessing near-term risks in the market is vital in evaluating the health of financial plans as well as
Tax Loss Harvesting Roth Conversions, Seacoast NH & North Shore MA

Tax Loss Harvesting & Roth Conversions – Ideas For A Down Year

Tax Loss Harvesting and Roth Conversions are two strategies that can help many of our Seacoast NH and North Shore MA clients make the best of a down year. 2022
Capital Gain Distributions, Mutual Funds, Newburyport

Capital Gain Distributions on Mutual Funds, What You Should Know

In a year where most asset classes have seen significant losses, it is hard to comprehend a mutual fund paying out a capital gain at the end of this year.
S Corporation Advantages, Michael Capo, Newburyport

S Corporation Advantages and Disadvantages

What are S Corporation advantages and disadvantages?  Frequently, this question arises whenever a client is just starting a business, or has been operating as a sole proprietor and may be

Financial Planning - Experienced Financial Advisors

Financial Planning with a local team of experienced financial advisors is, in our view, the optimal path to future stability and peace of mind. With almost 60 years of combined
Retirement Planning, Retirement Income Seacoast Wealth Management , Seacoast NH & North Shore MA

Retirement Planning: Estimating Your Retirement Income Needs

At Seacoast Wealth Management of Steward Partners, our practice is built on the fundamentals of retirement planning and overall financial planning. It is our view, that any sound investment strategy
Young couple

Refinance Your Mortgage…Factors to Consider with a Refi

Refi Evaluation: term & debt consolidation Refinance your mortgage? When considering a refi, you’ll want to evaluate your particular situation—not just the interest rates and global environment. In preparation for
Turco Legal, Divorce Law Trends, Newburyport MA

Trends in Massachusetts Divorce Law: Equality and Structure

Divorce law trends are moving in a direction of equality and structure. Divorce may seem like a modern issue.  That is, it sometimes seems like one of those problems with

Newburyport Family Law Practice with a Team of Experienced Divorce Lawyers

The divorce lawyers from Newburyport Family Law Practice, Turco Legal are a highly experienced team of top divorce attorneys committed to helping guide clients to a brighter future. The team

The Biggest Financial and Non-Financial Benefits of Owning A Home

In the midst of a global pandemic, our homes have become much more than a space that provides a roof over our heads. We’ve experienced sheltering in place for several

Greater Seacoast Community Bank

Life is full of different adventures, from starting a family, buying a home, to embarking on a business dream. Whatever journey you’re on, it helps to have the support of
Finding the best agent just got easier, Newburyport MA

Finding the Best Agent Just Got Easier

In partnership with Zillow and Trulia, RealTrends.Com is a national site that provides rankings of Real Estate Agent performance. They have been tracking Real Estate Agent performance at the agent, team, and brokerage level for the past eight years and provide consumers the data necessary to make an educated decision.
Tax Scams, Newburyport MA, Michael Capo, CPA

Avoid Tax Scams With Awareness Of IRS Process

Protect yourself, your family, and close friends against common tax scams.  Take the time to understand key facts that can help you know if you are being legitimately contacted by
put your house on the market, Newburyport MA

Market Update – When Should You Put Your House on the Market?

Market Update – When Should You Put Your House on the Market? Are you waiting for the Spring market because you’ve heard that is the best time to list your property?