Helpful Information to Share with Caregivers

What it means to be a financial caregiver for your parents.

There are many transitions on the journey of life. In some, we find ourselves in roles we did not expect to play. Increasingly, we are entering a time when people are finding themselves in various capacities providing care to a friend, family member or loved one.

How to Have Meaningful Conversations About Money

Passing wealth of both large and small sums to future generations is an important part of financial planning and yet so few families do that well, even when they have all of the proper documents crafted and in place.

The 5 Biggest Regrets

Some of the most important conversations we have with clients revolve not around numbers or performance but rather “life beyond investment returns.” These are the big picture conversations that help bring organization and purpose around what is important in our clients’ lives.

Read This Before You Head to Logan Airport

If you don't like the weather in New England now, just wait a few minutes.

It’s been a mild winter so far, yet many of us have plans to travel south.

At this Time of Year

At this time of year, our thoughts turn gratefully to those who have made our progress possible. During this season of reflection and goodwill we are grateful for the opportunity to pause and express our appreciation to clients like you and your family.

Post-Election Thoughts

On January 20th, 2017, Donald J. Trump will put his hand on a Bible to take the oath of office and become the 45th President of the United States. Depending on your political persuasion, just thinking about that might make you feel giddy, nauseous, or perhaps something in between.

Medicare Misconceptions

The more you know about Medicare, the better decisions you can make related to it – and that can improve the condition of both your health AND your wallet.

Some of the Best Advice We Can Give You

Despite a few bumps in the road, the markets have been quite positive over the last twelve months. Since last September, the S&P 500 (a measure of the largest 500 publicly traded companies in the US) is up in value roughly 13%.

Three Simple Documents Every 18-Year Old Should Sign

As we write this correspondence, there are only a few weeks left of summer. Pumpkins and mums will soon be in front of the grocery stores and countless 18-year-olds will be settling into college, a gap-year program or a new role that awaits them far from home.

Don’t Wait to Have This Conversation with Your Parents

If you find yourself being asked to step in and offer guidance to your parents for planning their golden years, here are some tips for how to manage.

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