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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Tax preparation may be the perfect time to give the household budget a check-up.
Being healthy not only makes you feel good, it may also help you financially.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What can be learned from the savings rate?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential capital gains taxes due on your transactions.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like the junk in a junk drawer.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?