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Sensible Perspectives

The ABCs of CCRC Contracts

Posted by on July 27, 2018

In my previous articles on Continuing Care Retirement Communities (CCRCs), […]

What Should You Do With Your Old Employer Retirement Account When Changing Jobs?

Posted by on July 26, 2018

With the economy picking up, more people are changing jobs. […]

Rick Fine: Executive Pursuits Contributor for the Boston Business Journal

Posted by on June 20, 2018

Recently, the Boston Business Journal launched a series, Executive Pursuits, […]

Laura Williams, CFP®, Is Promoted to Financial Advisor

Posted by on June 15, 2018

When Laura Williams moved to the Boston area to attend […]

Are You Saving Enough To Maintain Your Home?

Posted by on June 15, 2018

If you own your home, you’re the de facto property […]

Updating Preferred ETFs – An Analytical Approach

Posted by on May 30, 2018

Every year, we review and update the preferred exchange-traded funds […]

What Is It Like to Live in a Continuing Care Retirement Community?

Posted by on May 30, 2018

This is part 2 of a multi-part series on CCRCs. […]

Trade Deficits And Tariffs And Trade Wars, Oh My!

Posted by on May 17, 2018

International trade, and especially US international trade deficits, have been […]

Managing Up Matters

Posted by on April 13, 2018

In a recent Wall Street Journal article, “The Right and […]

Continuing Care Retirement Communities: Growing Old—In Style

Posted by on April 11, 2018

Ever since I hit {age redacted} I’ve had more thoughts […]