Recent Blogs

Zombie Apocalypse

Zombie Apocalypse . . . What You Need to Know

July 10, 2020

The “zombie apocalypse” isn’t real but your financial well-being during a downturn certainly is. Be prepared for the inevitable with savings and a plan.

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Strategy vs Predictions

Strategy Versus Predictions . . . Always the Right Choice

July 3, 2020

New apps and services make it easy to lose money on bad investments. Instead rely on a sound investment strategy that incorporates downside risk management.

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John Hancock tower

The Whole Is Greater Than The Sum of Its Parts

June 26, 2020

Income Planning, Asset Management, Advanced Tax Planning, and Estate Planning are the cornerstones of a sound financial system.

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Retirement income ratios

Retirement Income Ratios During A Pandemic

June 19, 2020

Preparation must be the building block to any successful distribution retirement system. Take control to protect your retirement income ratio.

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Hope during job loss

There Is Hope During A Job Loss

June 12, 2020

Personal economic setbacks can present opportunities if you know where to look for them, starting with your financial systems.

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A boss is only as good as their team

A Boss Is Only as Good as Their Team

June 5, 2020

There is no doubt the current recessionary environment has most of us concerned and possibly even questioning the course we had set regarding our financial plans. With my oldest daughter, Maeve set to embark on a career in the near future, I’ve looked with concern at articles talking about the difficulties new college graduates will […]

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Fiduciary Standard Expansion Law

June 4, 2020

Last week I wrote about the difference between the fiduciary standard and the suitability standard. I explained that brokers and brokerage houses are only required to give advice that is “suitable” for investors whereas Registered Investment Advisors (RIA) and Investment Advisor Representatives (IAR) are required to act in an investor’s “best interest.” If you missed […]

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The CFP Board: Blurring The Lines

May 29, 2020

This pandemic is causing challenges on all fronts with all the Cutter’s cooped up.  The other day I went looking for my favorite snack that my daughter, Sophie, and I favor . . . Cheezits.  Well, she beat me to the punch.  A quick scan of the pantry shelves reminded me of the toilet paper aisle at Shaws […]

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Avoid Panic When It Comes to Your 401(k)

May 26, 2020

Stock market uncertainty can lead to emotional investing. Financial professional Jennifer Farrington, Ph.D., shared her thoughts with U.S. News & World Report @USNews about avoiding panic when it comes to your 401(k). https://money.usnews.com/money/retirement/401ks/articles/how-to-avoid-panicking-when-your-401-k-is-down #RetirementPlanning  This article is intended to provide general information. It is not intended to offer or deliver investment advice in any way. […]

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