Managing your financial life is not just about money.

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Investing 101 Pt.3

This is the third article in a series that will discuss basic investment concepts in hopefully and understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful.  Here is my take on what those things are.
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Affordable Care Act Open Enrollment

Affordable Care Act Open Enrollment Began November 1st Know anyone that doesn’t have access to health insurance through their employer or the federal government via Medicare, Medicaid, etc.?  The open enrollment period for health insurance plans purchased on healthcare exchanges set up by the Affordable Care Act (commonly referred to as Obamacare) began on November 1, 2017.  The enrollment period will run through December 15, 2017 in all states, and longer in a small number of others. For our local clients, here is a list of the surrounding the states that are exceptions to the December 15th deadline: Massachusetts: January
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Investing 101

This is the first article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way. Whether you work with an investment advisor or choose to do your own investing, there are some things you just need to know to be successful. Here is my take on what those things are. You need to own some stocks in your portfolio, and probably more than you think.  Bonds are guaranteed and are perceived as safe.  However the 10 year government bond, as of this writing, is paying about a guaranteed 2%.  Take away taxes
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What’s In A Name?

When choosing a financial service provider, navigating all the titles and initials gets confusing. CPA? CFP? CLU? We’ll help you figure it all out!
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Financial Fitness To-Do List

It’s hard to find the time and energy to get complete control of your finances. I know very few people who spreadsheet their expenses or track them with a software program. I venture to guess that a very small percent of the population has a written financial plan in place and revisits it every couple of years.
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Is Now a Good Time to Invest?

Well, invest in what? The U.S. stock market? International stocks? Bonds? For the purpose of this article, let’s focus on the U.S. stock market. I think that’s what a lot of people think of when they say “the market”.
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