Recent Blogs
Roll Over Your 401(k) to an IRA and Take Control
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 […]
Read MoreHow Congress’ Retirement Plan Compares to Yours
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 […]
Read MoreLessons I Learned from the Pats
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 […]
Read MoreHow 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 […]
Read MoreLet’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 […]
Read MoreMitigate 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 […]
Read MoreDon’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.
Read MoreNew 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.
Read MoreTeaching 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.
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