Inverted yield curves on Treasuries warn that a recession may be on the horizon. Protect yourself with investment strategies that manage downside risk.
If you're rushing to get your taxes done at the last minute, you're not alone. Be mindful of the tax code changes to make sure you get what you're due.
Social Security benefits can create an unexpected tax liability. Understand how such taxes are calculated and make that part of your retirement strategy.
A dynamic income strategy can provide you with the flexibility you will need throughout your retirement, rather than enslaving you to an inflexible formula.
Safe Harbor 401(k) plans give small businesses an easier way to provide safe, secure and equitable retirement savings for their employees.
Right-size your housing costs in retirement to better align your expenses with your retirement income, and enjoy your new lifestyle!
Help your college student understand different loan options to make sure they get off to a good start in their professional life after school.
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.…
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…
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…