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.

Brexit: What Does This Mean to You and Your Portfolio?

Before we dive into the history of yesterday’s vote and what that may mean for economies in Europe and beyond, let us first reassure you that in our view “this time is not different.” It is not 2008. Our advice is to relax, keep calm, and invest on. This too will pass.

A Lesson From Prince to You: Why You Should Never Die Without a Will

When a Prince or Princess dies, there are very strict rules that dictate what happens to his or her fortune and who is next in line to receive the requisite benefits. These rules were established very long ago by the institutions of monarchy and in many places still exist today - though not in the case of Prince, the musician, who hailed from Paisley Park, Minnesota.


The Best Triple Tax Break in Town?

Are health insurance premiums taking too big a bite out of your budget? Do you wish you had better control over how you spend your health care dollars and potentially save on taxes too? If so, you may be interested in an alternative to traditional health insurance called a health savings account (HSA).

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