College Freshmen-Start Building Financial Freedom!

Entering college this fall? Financial discipline will help you now and in the future. Learn how to achieve financial freedom.

Graduates! A Crash Course in Financial Literacy

Financial literacy doesn’t come naturally to many of us and isn’t taught in Mass schools. So here’s a crash course to help graduates stay on course!

Household CEOs—Pay Yourself Regularly!

The Chief Financial Officer (CFO) of an organization is a corporate officer primarily responsible for managing the financial risks of a corporation. This officer’s duties also include financial planning and record-keeping, as well as financial reporting to higher management. Often times, the CFO is also responsible for the analysis of financial data. In other words, […]

401(k) Plans And The Fiduciary Standard

My daughter Maeve has started to babysit. It’s hard for me to believe, as I still think of her as my baby. Nevertheless, she has been asked by family friends to start watching their kids. Before she said yes, Jill and I talked to Maeve about how babysitting is a huge responsibility. We drilled it […]

The Tax Season Cometh: Putting your refund to work for you

With tax season just around the corner and the IRS having just released information that it plans to issue refunds about as quickly as it did last year (9 out of 10 refunds released in under 21 days (www.irs.gov)), now is the time to start considering what you’re going to do with your refund. While […]