Chad Liston, Financial Advisor, Baystate Financial

Chad Liston, Financial Advisor, Baystate Financial Retirement Income Certified Professional, RICP, specializing in retirement income planning.

April is Financial Literacy Month, but any time is the right time to learn how to better manage your financial life and ...
04/11/2023

April is Financial Literacy Month, but any time is the right time to learn how to better manage your financial life and make a plan for your future. Reach out today to learn more.

You’ve worked hard to achieve your success. Let’s talk about how the MassMutual Trust Company can help maintain your wea...
03/28/2023

You’ve worked hard to achieve your success. Let’s talk about how the MassMutual Trust Company can help maintain your wealth and provide financial security for your loved ones, for today and for generations to come. https://bit.ly/3zdiuEf.

You've likely spent a good deal of time thinking about investment risk. But have you stopped to think about more persona...
03/21/2023

You've likely spent a good deal of time thinking about investment risk. But have you stopped to think about more personal security issues, such as the safety of your online financial transactions and information stored on your computers?

Cybercrime: Here’s what you need to know about it and ways you can prevent it.

Here’s to respect, equality, and justice for all on International Women’s Day.
03/08/2023

Here’s to respect, equality, and justice for all on International Women’s Day.

Celebrate the colorful moments of life. Happy Holi to all!
03/08/2023

Celebrate the colorful moments of life. Happy Holi to all!

Did you know that Delaware is considered to be the most age-friendly place to retire in the US? Because retirement doesn...
03/06/2023

Did you know that Delaware is considered to be the most age-friendly place to retire in the US? Because retirement doesn't simply boil down to the assets you've saved over the years, MassMutual has partnered with the Age-Friendly institute to find the most age-friendly places to settle down for post-work life. https://bit.ly/3IU7JLA.

Changes to the SECURE act have made it so you can keep contributing to your retirement savings longer before your requir...
03/02/2023

Changes to the SECURE act have made it so you can keep contributing to your retirement savings longer before your required minimum distributions kick in. Let’s discuss how annuity products can provide more options for your retirement strategy and stretch the value of your dollar. https://www.massmutual.com/efiles/ann/pdfs/an7017.pdf.

Times change and so might your retirement situation. If you have an annuity as part of your plan, let’s chat and see if ...
02/23/2023

Times change and so might your retirement situation. If you have an annuity as part of your plan, let’s chat and see if keeping or exchanging it makes sense.

Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed l...
02/22/2023

Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed lifetime income, variable annuities provide a less risky method to use the market to grow your savings. Let’s chat and see if a variable annuity makes sense for you. https://bit.ly/3ZcIVEZ.

Today we celebrate our nation’s leaders, past and present.
02/20/2023

Today we celebrate our nation’s leaders, past and present.

Address

200 Clarendon Street
Boston, MA
02116

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12078501054

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