Bitcoin and Cryptocurrency

Bitcoin and Cryptocurrency

Bitcoin and other forms of cryptocurrency represent a huge risk to the average investor – one that merits caution and planning if you intend to dabble.

Federal Employees and Thrift Savings Plans . . . You Have Options

You know, it seems in a span of a few years Jill and I will have gone from a house of energetic adolescents to being empty-nesters. I am not going to lie to you; I am going to miss all of them. Over the years, our advice to Maeve, Phoebe, and Sophie was to always […]

Do You Understand Risk? You Should!

A really nice guy from Marston Mills came to see Jen and I a week or so ago, let’s call him Sam.  He is 60 years old and a retired school teacher from upstate New York.  He has been married to the same gal, Ellen, for 35 years, has three grown daughters, and has a couple of […]

How 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 […]

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 […]