Services for the Divorcing Client: We make every effort to: Provide you with financial education that gives you a clear view of the options available to you Evaluate your personal assets Determine your spouse's assets Analyze the value of shared assets, such as your house and securities Assist you in making informed decisions about the impact of various options on your post-divorce ... Read More
taxes
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
Life Insurance – A Misunderstood Asset Class
Do you want to clear a room or stop a conversation fast? Talk about life insurance. Mention life insurance to someone and the reaction is something like hearing nails across a chalk board. Folks will either run for fear that you're going to try to sell them something or their eyes will glaze over. Most folks don't want to talk about it. The topic is boring. And it's kind of weird to talk ... Read More
Ask The Money Coach: Should I pay off the mortgage?
Given the roller coaster ride that stock market investors have experienced and the negligible rates offered by banks on savings, it's easy to see why someone might want to use their cash to pay off their mortgage. Being debt free is not only noble but can provide a buffer in tough times since you'll have one less cash outflow each month. For every dollar you pay off in a mortgage, your rate of ... Read More
