Your Financial Future will be the sum of the decisions you make about money over your lifetime.
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re dealing with retirement planning, a long term care situation, allocating your 401k plan, buying real estate, funding a college savings plan,or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about investing, insurance, annuities, 529 plans and the world of personal finance. As you search our website, send us a note with any questions you may have about a particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We are located in Dennis, Massachusetts, on beautiful Cape Cod and our clients are located throughout New England.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For homeowners who think their property taxes are too high, there are ways to appeal.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A look inside the U.S. government's statistics on household net worth.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
Have you explored all of your choices when it comes to managing your taxable income?
Are you ready for retirement? Here are five words you should consider.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.