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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Retirees traveling abroad need to know that their health insurance travels with them.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all of your choices when it comes to managing your taxable income?