Recent Blogs

Roll Over Your 401(k) to an IRA and Take Control

March 1, 2019

Tim and Joyce came to see me a few weeks back. They live in Pembroke, are both in their early 40’s, and have three boys ages, 14, 11, and 8. Their parents, let’s call them Steve and Joannie, are current clients of mine and they thought it was time Tim and Joyce sought some professional […]

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How Congress’ Retirement Plan Compares to Yours

February 22, 2019

Alan and Gina are a very nice couple who recently reached out to me for some financial help. They are in their mid-60s, live in West Falmouth, have two grown daughters, and are faithful readers of this column each week. According to Gina, Alan has never missed a week in six years. Alan’s retiring next […]

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Lessons I Learned from the Pats

February 15, 2019

Jill and I spent Super Bowl Sunday with about a half a dozen friends at a couple’s house in Plymouth. Our hosts were Kevin and Marie, who I wrote about and introduced you to last October. Kevin and Marie are in their mid-50s, both have professional careers, and have one daughter in college with two […]

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How To Make A Financial Whiz Kid

February 8, 2019

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 […]

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Let’s Become Financially Fit for 2019

February 1, 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 […]

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Mitigate Inflation Risk in Retirement

January 25, 2019

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 […]

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Don’t Let Debt Derail Your Retirement Plan

January 22, 2019

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.

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New Year, New Tax Rules: Maximize Your Next Tax Return

January 11, 2019

The new year brings changes to personal income tax law. Find out how to take the best advantage of the changes going forward.

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Teaching Your Kids About Financial Literacy

January 4, 2019

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.

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