How To Make A Financial Whiz Kid
My daughter, Phoebe, and I had to run into The Dollar Store the other day to get some stuff for her upcoming school project. While we were walking through the aisles searching for what she needed, we came across a young boy, probably only seven or eight years old. The kid was having a meltdown […]
Let’s Become Financially Fit for 2019
Jen and I were asked a few months back to develop a financial educational radio show on WXTK 95. The show airs at 5PM every Saturday and has become quite popular both here on the Cape and in Southeastern Massachusetts. So, this week I would like to spend our time together discussing what became a […]
Mitigate Inflation Risk in Retirement
I swear that when my kid borrows my car, somehow, my gas just evaporates. Last week I had to meet some clients in my Duxbury office. I hopped in and turned the key only to find the needle resting on E. It’s good that gas is so cheap right now. Filling the tank wasn’t as […]
Don’t Let Debt Derail Your Retirement Plan
Debt is a fact of life. Don’t let it derail your retirement plans – have a strategy to manage and reduce debt. These tips can help.
New Year, New Tax Rules: Maximize Your Next Tax Return
The new year brings changes to personal income tax law. Find out how to take the best advantage of the changes going forward.
Teaching Your Kids About Financial Literacy
It’s never too early to teach your kids how to manage money and finances. Reinforce skills that will help them succeed throughout their lives.