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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Gaining a better understanding of municipal bonds makes more sense than ever.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
An increasing number have been developed to help individuals with their personal finances.
What kind of auto insurance should you have? Do you know?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, covering how bond laddering works.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.