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No payments or commissions from product providers
Financial confidence
You’ll know how much you can spend, and how much you should save
You’ll know how much you can spend, and how much you should save
More money in your pocket
Low fees, less expensive products mean more for you to spend
Low fees, less expensive products mean more for you to spend
Latest Blog Posts
- What Do I Need to Know About Continuing Care Retirement Communities? - Last April, I began a seven-part series on CCRCs (Continuing Care Retirement Communities). Many of our clients were asking about retirement options and I decided CCRCs were a good place to start my research. In addition to reading about the subject, I spoke to senior living experts, CCRC administrators, and residents to ask them about […]
- Protecting your legacy in case of an adult child’s divorce - Recently, a client came to us with a problem. He had amassed a healthy portfolio and planned to leave it to his two children. He was worried that his daughter’s impending divorce might leave her portion of the inheritance vulnerable to her soon-to-be ex-husband. How do you protect your assets — and your children — […]
- Sensible Scenarios: Law & Retirement - Steve and Maria Henderson, both attorneys, have moved around a lot since they got married. There were colleges and law school, and then, internships and some pro-bono work in an economically depressed area of the US. Now they’re in Massachusetts and are considering making it their permanent home. They’re even contemplating making the switch from […]
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