Wouldn't it be nice if money came with a user manual or a road map? Well, here it is, folks. You have asked and the financial planning powers that be (or at least the folks at Bloomberg BusinessWeek) have answered. Click here for the Financial Planning Flowchart. For the Do-It-Yourselfer in all of us, this fun, interactive chart is a great tool. But like any tool, it's not right for all ... Read More
Estate Planning
Planning Tools for College, Taxes and More
Financial planning is like life: A Journey, not a Destination. These resources are here to provide useful guides and maps along the way. These are just tools. A hammer and chisel are just tools. But handled well and in the hands of a craftsman, they can create masterpieces. If you need help crafting your personal masterpiece, we welcome being a part of your team. Useful Guides from ... Read More
Death and Dealing with the Unexpected
Saturday was a beautiful spring day in New England. Temperatures were moderate. No humidity. It was bright and sunny with languid puffy clouds hanging in the noon time breeze. A beautiful day to be outside especially after the gloomy weather that Mother Nature has thrown at us during the winter and spring so far. A beautiful day for gathering with family and friends and celebrating the ... Read More
Watch Out! Social Security Benefits and Taxes
Below is a post from the Boston Tax Institute (May 31, 2011) from Kurt Czarnowski, formerly with the SSA as Regional Communications Director in New England. Kurt presented to the Merrimack Valley Estate Planners Council, one of my groups a while ago and always had a knack for making the complex and dry information from Social Security enlightening and fun. Unfortunately, many people do not ... Read More
Homestead Declaration – A Key Part of Your Personal Estate Protection Plan
Consumers and homeowners in particular tend to think that financial planning is all about investing. In reality, the key to proper financial planning is making smart moves with your money to protect your hard-earned wealth. Too often consumers fret about the specific investment's return and ignore the things that they can control such as how to not lose money. One of the key parts of a good ... Read More
