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 […]
Lessons 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 […]
