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.
Rightsizing for Retirement
What does your home really cost?
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
As our nation ages, many Americans are turning their attention to caring for aging parents.
How to help determine life insurance needs to provide for your family after you pass away.
Ascertaining the value of your business is important for a variety of reasons.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.