Managing your financial life is not just about money.

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Investing 101 – Pt.14 Stuff You Need to Know

This is the 14th 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 need to know to be successful.  Here is my take on what those things are. What kind of investments should I use in my investment strategy? Should I invest in individual stocks and bonds?  No.  Too much risk, and not enough diversification.  There is one exception to this, and that is if you work for a company that
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Love, Marriage and Money

This piece is in honor of Valentine’s Day.  It is meant for people in love who are married or live together and who have a shared or partially shared financial situation.  Finances can be a strain on a relationship.  The goal of this article is to provide some suggestions that may help lessen or eliminate any financial friction points that may exist in a relationship. What follows is a brief, but hopefully comprehensive list of the areas of finance that exist for all of us.  These are the things you have to worry about.  I will attempt to describe “financial
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Investing 101 – Pt.03

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 – Pt01

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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