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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Retirees traveling abroad need to know that their health insurance travels with them.
The true cost of raising a child may be far more than you expect.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
For homeowners who think their property taxes are too high, there are ways to appeal.
Good employee health can be great for the company’s bottom line.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
$1 million in a diversified portfolio could help finance part of your retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
When should you take your Social Security benefit?